Expecting a double drive from both the funding and fundamental aspects, the private equity position of 10 billion has returned to over 80%.

During the fluctuating upward trend in the market, billion-level private equity funds actively seek to attack. Data from the private equity ranking website shows that as of August 15th, the stock private equity position index has risen for two consecutive weeks. Among them, the billion-level private equity funds have made a significant push, with a position index exceeding 82%, an increase of more than 8 percentage points compared to August 8th, marking the largest increase in positions in a single week this year. In terms of increasing positions, sectors such as technology, innovative medicine, and new consumption are still key focuses, while industries such as chemicals and insurance benefit from the "anti-internal competition" policy attracting many private equity funds to increase their positions. In the eyes of industry insiders, the market is currently in the first half of a trend towards upward movement, and in the future, it may be driven by both liquidity and fundamentals. Companies with good fundamentals representing economic transformation are worth paying attention to.