Changxin Technology, a leading domestic storage company, has completed its listing, reflecting foreign investors paying great attention to hard technology sectors such as semiconductors and AI infrastructure in China. Entering August, behind the rise in related industries, global capital is continuing to increase China's technology assets through ETF channels. Hamilton, head of customer solutions for Invesco Asia Pacific in the US, explained that the profit trend of many Chinese technology companies is improving, and at the same time, the valuation level is still far below that of most global technology peers. This has created an attractive risk-return ratio for global investors. Investors are increasingly aware that China is not only a user of AI technology, but also an important innovator in the fields of AI models, cloud infrastructure, semiconductors, and intelligent manufacturing. We see that capital is selectively allocating the industrial ecosystem related to artificial intelligence, semiconductors, robotics, and advanced manufacturing in China. ETFs have become one of the main tools for implementing this investment idea. According to the data, from July to mid-August, a total of 217 foreign-funded institutions surveyed 163 A-share companies, and 547 A-share companies. The three major industries of electronics, mechanical equipment, and power equipment together accounted for nearly 50%. Industrial chain links such as integrated circuits, computing power hardware, and optical modules became the key direction of institutional research.

Changxin Technology, a leading domestic storage company, has completed its listing, reflecting foreign investors paying great attention to hard technology sectors such as semiconductors and AI infrastructure in China. In August, behind the rise in related industries, global capital continues to increase China's technology assets through ETF channels. Hamilton, head of customer solutions for Invesco Asia Pacific in the US, explained that the profit trend of many Chinese technology companies is improving, and at the same time, the valuation level is still far below that of most global technology peers. This has created an attractive risk-return ratio for global investors. Investors are increasingly aware that China is not only a user of AI technology, but also an important innovator in the fields of AI models, cloud infrastructure, semiconductors, and intelligent manufacturing. We see that capital is selectively allocating the industrial ecosystem related to artificial intelligence, semiconductors, robotics, and advanced manufacturing in China. ETFs have become one of the main tools for implementing this investment idea. According to the data, from July to mid-August, a total of 217 foreign-funded institutions surveyed 163 A-share companies, and 547 A-share companies. The three major industries of electronics, mechanical equipment, and power equipment together accounted for nearly 50%. Industrial chain links such as integrated circuits, computing power hardware, and optical modules became the key direction of institutional research.