私募仓位升至年内新高 百亿私募加仓力度大

Group 1 - The core viewpoint of the articles indicates that stock private equity in the A-share market has significantly increased its positions, reaching a new high for the year, reflecting optimistic expectations for future market trends [1][2] Group 2 - As of September 12, the stock private equity position index reached 78.04%, a substantial increase of 2.96% from the previous week’s 75.08%, indicating a notable rise in overall allocation enthusiasm [1] - The distribution of positions shows that 60.02% of stock private equity is fully invested, while 23.34% maintain moderate positions, and less than 20% are in low or empty positions, suggesting a majority of private equity firms are actively positioning themselves in the market [1] Group 3 - Different scales of stock private equity exhibit varied positioning characteristics, with the largest firms showing particularly strong performance; for instance, the position index for firms with over 100 billion is 78.22%, while those between 50 billion and 100 billion have the highest at 86.49%, marking a three-year peak [1][2] - The increase in positions among large private equity firms is significant, with a week-on-week rise of 11.11% for those managing over 100 billion, where over 54% are fully invested [2]