By the close of the second quarter in 2026, foreign-funded public offerings, including renowned entities like BlackRock and Fidelity, had sustained substantial equity holdings. They were actively investing in high-caliber tech stocks, with a particular emphasis on sectors such as optical modules, semiconductors, and AI computing hardware. Fund managers of these foreign-funded public offerings are of the opinion that, taking into account the valuation trough phenomenon in A-shares, the benefits stemming from economic transformation and upgrading, and the performance delivery prowess of the technology sector, Chinese equity assets at present hold considerable medium- to long-term allocation worth.
