■私募新观察 头部私募发行热情不减 攻守兼备应对"收官之战" 据私募排排网统计，今年前三季度，私募证券投资基金备案数量达8935只，较去年同期的4718只大幅增 长89.38%。其中，新备案产品数量排名前十的管理人均为百亿级私募。 百亿级私募业绩亮眼 发行活跃背后，是百亿级私募相对亮眼的业绩表现。 私募排排网数据显示，截至9月30日，有业绩展示的62家百亿级私募年内平均收益达28.8%，其中61家 实现正收益，正收益占比高达98.39%。其中，7家百亿级私募年内收益在10%以内，9家在10%至20%区 间，13家在20%至30%区间，18家在30%至40%区间，更有14家百亿级私募超40%。 ◎记者 马嘉悦 市场震荡并未延缓增量资金的入市步伐。近日，多位私募市场人士对上证报记者透露，10月以来多家知 名头部私募仍在进行新产品发行，而且资金更为青睐股票多头策略产品。业内人士表示，伴随着无风险 收益率下行，基金业绩震荡提升，增量资金有望持续涌入权益市场，结构性行情或将延续。谈及四季 度"收官之战"如何打，多家百亿级私募称将均衡布局，不仅在科技、创新药等领域积极挖掘，还会逐步 布局有色、红利等品种。 发行市场依旧活 ...

Core Viewpoint - Despite a sluggish market, many private equity firms are increasing their stock positions, indicating a potential bullish sentiment for 2024 [1][2]. Group 1: Private Equity Positioning - Recent data shows that the stock private equity position index has risen to 79.03%, marking an increase of 0.82 percentage points from the previous week, and reaching a near eight-week high [2]. - 56.5% of stock private equity firms are fully invested, while 32.21% are at moderate levels, and only 0.83% are in cash [2]. - There is a divergence in positions among private equity firms of different sizes, with larger firms (over 20 billion) showing significant increases in their positions, particularly a 4.2 percentage point increase for 20 billion firms and a 2.8 percentage point increase for 100 billion firms [2]. Group 2: Fundraising Activities - The private equity industry has faced challenges in fundraising due to poor performance in 2023, with a significant drop in the number of products registered compared to 2022 [4]. - Despite the challenges, several private equity firms are actively seeking to raise funds at the beginning of the year, focusing on long-only equity strategies [4]. - Notable firms like Xing Shi Investment and Jiu Kun Investment are reportedly opening fundraising channels, indicating a renewed interest in equity markets [4]. Group 3: Market Outlook - Several prominent private equity managers are optimistic about the market in 2024, citing favorable conditions such as the potential peak and decline of global interest rates [5][6]. - The overall valuation of the CSI 300 index is considered low after three years of adjustments, suggesting a potential for recovery and investment opportunities [5]. - The chairman of Zhongou Ruibo believes that the stock market's prolonged downturn has led to attractive valuations, with several positive factors accumulating for 2024 [6].