股票策略私募业绩领跑年末布局瞄准成长方向

Group 1 - The average return of private equity securities investment funds with performance records has exceeded 20% this year, with a positive return ratio of 90.66% as of November 30 [1][2] - Among various strategies, stock strategies lead with an average return of 27.07%, and 91.78% of products have achieved positive returns [2] - Multi-asset strategies follow with an 18.78% return, while bond strategies lag behind with an average return of 7.75% [2] Group 2 - The total amount of dividends distributed by private equity funds has reached 173.38 billion yuan this year, a significant increase of 236.59% compared to the same period last year [3] - Stock strategies are the main contributors to dividends, accounting for 76.24% of the total amount distributed [3] - The increase in dividends is attributed to strong fund performance, a high proportion of positive return products, and a surge in funds flowing into stock strategy private equity funds [3] Group 3 - The growth sectors, including technology and innovative pharmaceuticals, are expected to provide significant investment opportunities in the coming year [4] - Continued policy support is anticipated to drive economic recovery, enhancing the fundamental factors that influence the stock market [4] - The technology sector, particularly AI, is seen as a key driver for domestic industrial upgrades, with expected increases in capital expenditure [4]