Data from Wind reveals that insurance funds, as a whole, increased their net shareholdings by about 183 million shares in the second quarter. During the latter half of the year, insurance institutions and wealth management firms have been vigorously conducting research on listed companies, with particular emphasis on sectors such as AI computing power, optical communication, pharmaceuticals, and advanced technology. The institutions interviewed are of the opinion that, to bolster long-term investment returns, both types of funds are anticipated to keep up the momentum of increasing their equity asset allocations in the second half of the year.
