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Recently, traditional tech companies such as Dell and Lenovo Group have once again become the focus of the market and investors, frequently appearing in the core holdings of equity funds. Analysis indicates that the return of these tech 'veterans' to the AI field is not a short-term hype but a reassessment by institutional investors based on the long-term development trends of the AI industry. Several public fund professionals have stated that as the demand for AI construction expands into more niche areas, tech investments are shifting from thematic hype to performance-driven strategies. During this process, traditional tech companies with solid fundamentals that can truly benefit from industrial ecosystem transformations are experiencing a systematic increase in their medium- to long-term valuations.
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