The reporting period for publicly offered funds has drawn to a close, unveiling the end-of-second-quarter holdings of fully foreign-owned mutual funds, including industry giants like BlackRock and Fidelity. Throughout the second quarter, foreign institutions maintained robust equity allocations, actively investing in premium technology stocks, with a particular emphasis on sectors such as optical modules, semiconductors, and AI computing hardware. Mutual fund managers from abroad are of the opinion that, considering the valuation edge of A-shares, the ongoing economic transformation and modernization, and the technology sector's proven performance, Chinese equity assets present considerable value for medium- to long-term investment portfolios.
