百亿私募大幅加仓，看好这些方向！

Group 1 - The core viewpoint of the articles indicates a rising optimism among private equity firms, reflected in their increased stock positions and positive market outlooks [1][2][3] - As of July 25, 2025, the stock private equity position index rose to 75.85%, with a notable increase of 0.76% from the previous week, and the index for large private equity firms reached 78.47%, up 5.69% [1] - Nearly 60% of stock private equity firms are fully invested, with 57.23% having positions over 80%, while 62.24% of large private equity firms are also fully invested [1] Group 2 - Major private equity firms maintain a positive long-term outlook for the stock market, supported by ample liquidity and improving fundamentals, despite potential short-term adjustments [2] - Notable investment opportunities identified by a prominent private equity firm include the revaluation of quality Chinese assets, globalization of advantageous industries, and investment opportunities arising from breakthroughs in AI technology [2] - The focus on sectors with marginal improvements and new policies could catalyze stock price increases, particularly in economically sensitive assets [2] Group 3 - Private equity firms are increasingly conducting research on quality listed companies, with 651 A-share companies being investigated by institutions, including 306 by private equity firms [3] - The most researched sectors by institutional investors include electronics, pharmaceuticals, computers, and machinery, while private equity firms focus on computers, pharmaceuticals, electronics, and power equipment [3] Group 4 - The number of billion-dollar quantitative private equity firms has surpassed that of subjective private equity firms for the first time, with 41 quantitative firms compared to 40 subjective firms as of July 10 [4] - This marks an increase of 8 quantitative firms and a decrease of 6 subjective firms since the end of last year [4]