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Since the second half of 2025 rolled in, close to 400 foreign investment entities have embarked on an intensive research spree targeting A-share listed companies. The cumulative number of research sessions has soared to nearly 1,800, a clear indication of their robust interest in Chinese assets. Among the institutions diving into this research are globally acclaimed investment banks and asset management behemoths, including Goldman Sachs, Fidelity, and BlackRock. Additionally, well - known hedge funds such as Point72 have also thrown their hats into the ring. The research has been predominantly centered around high - end manufacturing and tech - innovation sectors. These encompass semiconductors, industrial machinery, and electronic components, all of which are at the forefront of technological advancement and economic growth.
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