股票私募仓位指数达82.97% 创下近185周新高

Group 1 - The private equity stock position index reached 82.97% as of November 21, 2025, marking a significant increase of 1.84% from the previous week and setting a new high for the year, as well as a 185-week record [1] - The proportion of fully invested private equity (over 80%) increased to 68.99%, while the percentages of medium (50%-80%), low (20%-50%), and empty positions (less than 20%) decreased to 18.56%, 8.56%, and 3.89% respectively [1] - Major private equity firms, such as Dongshuiquan, believe that despite short-term volatility, structural opportunities are emerging, supported by favorable policy and liquidity conditions [1] Group 2 - The current market anticipates that the Federal Reserve is in a rate-cutting cycle, contributing to a generally loose liquidity environment in the A-share market [1] - Corporate earnings are showing signs of stabilization, with third-quarter reports indicating a mix of structural differentiation and localized highlights, particularly in the technology and advanced manufacturing sectors [1] - The technology and advanced manufacturing sectors are expected to continue providing structural opportunities due to dual drivers of external demand and technological upgrades [1]