On January 21, Fang Jian of Yinhua Fund emphasized that the upward trajectory of Chinese technology stocks is merely in its nascent stages. Semiconductors, as the linchpin of the tech sector, currently offer one of the most unambiguous investment prospects within China's semiconductor landscape, primarily through the pathway of localization.
Gazing into the future, specifically the first quarter of 2026, Fang Jian expressed his intent to persist in making substantial investments in semiconductor localization endeavors. These investments will be directed towards entities that boast undervalued stock prices, significant growth trajectories, expansive market potentials, and a high degree of investment certainty. Furthermore, he will maintain a vigilant watch and proactively allocate resources to chip design and manufacturing firms that are poised to reap the benefits of the burgeoning AI trend.