In August, the asset scale of several overseas-listed technology ETFs focusing on China experienced notable expansion, signaling that international capital is stepping up its allocation to Chinese technology assets. Concurrently, foreign institutions are conducting more frequent research on A-share hard-tech firms, with a particular emphasis on computing infrastructure, semiconductors, and intelligent hardware. These institutions have highlighted that, amidst global tech sector volatility and market adjustments, the resilient growth of China's AI industry chain is particularly prominent. Furthermore, after valuation corrections, technology assets are once again capturing the attention of foreign investors.
