公募权益仓位观察20240927：边际主动增仓机械、医药、房地产

Market Overview - A-shares equity positions have decreased, indicating a cautious market sentiment[1] - Marginal active increases in positions observed in machinery, pharmaceuticals, and real estate sectors[1] Sector Analysis - Marginal active reductions in positions noted in Hong Kong stocks, automotive, and defense industries[1] - Current equity positions across major sectors show a decline compared to one week ago, one month ago, and one quarter ago[1] Positioning Trends - The latest positioning data reflects a significant shift in investment strategies, with a focus on midstream manufacturing and TMT sectors[1] - The pharmaceutical sector has shown resilience, maintaining a relatively stable position compared to earlier periods[1]