股票私募最新仓位指数达78.41% 刷新今年以来最高纪录

Group 1 - The A-share market remains active, with private equity firms showing positive signals as the stock private equity position index rises to 78.41%, the highest level this year, indicating a strong bullish sentiment among private equity institutions [1] - The stock private equity position index for different scales shows that the largest private equity firms (over 100 billion) have the highest increase in position, reflecting a clear intention to increase holdings [1] - The proportion of private equity firms with positions over 80% has increased to 60.01%, while those with lower positions have decreased, indicating a shift towards a more optimistic sentiment in the private equity sector [2] Group 2 - Pacific Securities notes that the technology sector remains strong, but there is a divergence in performance among leading stocks, suggesting a cautious approach for investors already holding technology stocks [2] - Xiangcai Securities expects the A-share market to continue a "slow bull" trend in the fourth quarter, with a focus on sectors like artificial intelligence and industries related to the "15th Five-Year Plan" [2] - HSBC Jintrust Fund highlights that the new round of interest rate cuts by the Federal Reserve and potential domestic policy support could enhance domestic demand and new growth momentum, particularly in the consumer sector during the upcoming festive season [3]