By the close of the second quarter in 2026, the market valuation of cutting-edge technology assets within the portfolios of social security funds has witnessed a notable uptick. Notably, the aggregated holdings across six entities, including China Jushi, have surged to RMB 19.68 billion. Concurrently, insurance funds have escalated their equity investments to unprecedented levels, with the cumulative value of their stock and securities investment fund holdings reaching RMB 6.39 trillion. During the second quarter, insurance funds demonstrated a general trend of net share acquisition, amassing an additional approximately 183 million shares. The research agenda for the latter half of the year encompasses AI computing capabilities, pharmaceuticals, and cutting-edge technology. Insights from interviewees suggest that, propelled by both policy directives and strategic allocation imperatives, long-term capital is expediting its convergence towards sectors dedicated to technological innovation, marked by parallel augmentations in allocations within both primary and secondary markets.