“凶猛”加仓A股！这个指数升至82.29％，逾六成百亿元私募满仓操作

Core Insights - The A-share market continues to show a strong upward trend, driven by high trading volumes and positive policy support, with transaction volumes exceeding 2 trillion yuan for multiple consecutive trading days [2][3] - Private equity funds are increasingly optimistic about the market outlook, as evidenced by a significant rise in the positions of large private equity funds, with the billion-yuan private equity position index increasing by 8.16 percentage points to 82.29%, marking the largest weekly increase of the year [2][3][4] - The overall sentiment among private equity institutions is shifting from cautious to aggressive, as indicated by the increase in full-position private equity funds from 37.16% to 61.97%, a rise of 24.81 percentage points [7][9] Market Dynamics - The stock private equity position index has risen for two consecutive weeks, reaching 74.86%, indicating a growing willingness among private equity to increase their positions [3][4] - The influx of retail investor capital, along with rising financing balances and active personal investment account openings, has contributed to the sustained upward momentum in the A-share market [3][10] Position Adjustments - The distribution of positions among private equity funds shows that 54.80% are fully invested, while medium and low positions have slightly decreased, reflecting an overall increase in risk appetite among private equity institutions [4][9] - The adjustment pattern of "reducing medium positions while increasing full positions" among billion-yuan private equity funds indicates a strong bullish sentiment [9][10] Future Outlook - Analysts suggest that the A-share market is poised for a "bull market second half," supported by domestic macro policies aimed at stabilizing growth and improving corporate profitability [10][11] - The market is expected to attract foreign capital due to its valuation advantages, especially as global conditions improve with the end of U.S. interest rate hikes [11][12]