Low interest rates are changing the strategy of private equity funds from "abandoning debt and investing in stocks".

The latest monthly investment report obtained from the channel shows that currently, many macro strategy private equity funds maintain actively long positions in equity assets, with Hong Kong-listed internet companies and dividend assets being highly favored. In the view of industry insiders, in the era of low interest rates, the difficulty of bond investment has significantly increased, while the cost-effectiveness of equity assets has become more prominent, especially with the continuous strength of policies and the increase in share buybacks by listed companies. Internet companies benefiting from AI development and dividend assets with obvious high dividend characteristics are worth paying attention to.