Stock strategy private equity has increased positions for three consecutive weeks, and the manager is targeting new growth sectors.

According to data from the private equity investment network, as of August 22, the stock private equity position index exceeded 75%, with three consecutive weeks of increasing positions. Among them, private equity funds with a management size of over 50 billion yuan have a high position, with a full position ratio of over 50%. In the view of industry insiders, the structural market of A-shares and Hong Kong stocks has continued to evolve since the beginning of this year, with strong earnings certainty and companies representing the direction of China's economic transformation still having room for revaluation. With the gradual manifestation of policy effects and continued ample liquidity, new growth sectors such as new consumption and artificial intelligence are expected to remain strong.