Core Viewpoint - The private equity fundraising sector is experiencing a significant resurgence, with various indicators suggesting a strong influx of capital into the market, driven by diverse funding sources and robust performance from established firms [1][2][4]. Fundraising Trends - A notable foreign private equity firm in Shanghai reported a rapid increase in fundraising, projecting to reach 50 billion by year-end, driven by high demand from banks and wealth management companies [2]. - The average position of domestic stock private equity has risen to 77.4%, with top-tier firms reaching 83.3%, indicating a strong recovery in fundraising activities [3]. Market Dynamics - The private equity industry is undergoing a "threefold recovery," characterized by net capital inflows, active product issuance, and increasing positions [2][3]. - There is a growing interest in "fixed income plus" strategies among conservative clients, reflecting a shift in perception towards equity assets [4]. Capital Inflows - Various factors are contributing to increased capital inflows, including declining deposit rates, limited returns on fixed income assets, and a strong performance in the stock market [5]. - The active participation of individual investors and the steady inflow of foreign capital are creating a new dynamic in the market [5][6]. Market Outlook - The market sentiment towards A-shares is optimistic, with expectations of significant price elasticity and a potential structural bull market [7]. - The overall valuation of A-shares is considered low, with substantial room for revaluation, particularly if economic fundamentals continue to improve [7][8].

3月31日，沪指早盘率先翻红，截至发稿，中证A500指数跌0.09%。成分股方面，鸿路钢构涨超7%，华 电国际、百济神州-U、东鹏饮料、美的集团等跟涨。 相关ETF方面，A500指数ETF（159351）截至发稿跌0.20%，成交额超11亿元，换手率近7%，交投活 跃，溢折率0.04%，盘中频现溢价交易。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 资金流向上，Wind金融终端数据显示，A500指数ETF（159351）过去一周（3.24—3.28）5个交易日持 续获资金净流入，累计"吸金"达18.47亿元。 A500指数ETF（159351）紧密跟踪新一代标杆指数中证A500指数，该指数优选各行业市值代表性强、 表征行业龙头的500只股票，兼顾大市值的同时均衡覆盖A股各行业核心龙头资产。此外，该指数在电 子、电力设备、医药生物、计算机等行业权重更大，成长属性更强。 消息面上，据上证报，数据显示，3月股票型基金已成立73只，创下近10年以来的单月新高，其中指数 型基金更是成为新发主力。从发行储备来看，近90只基金处于正在发行或等待发行的状态，权益类产品 ...