On February 10, institutional investors resumed their focus on the Technology, Media, and Telecommunications (TMT) sector as the new year progressed. Since the turn of the year, notable listed companies in sectors encompassing integrated circuits, semiconductors, computer hardware, and electronic components have garnered significant attention. According to data, Montage Technology has been the subject of extensive research by prominent foreign investors like Morgan Stanley and Citibank, with a particular emphasis on the company's strategic positioning in clock chips. Similarly, Juguang Tech has garnered the interest of key players such as CICC and Sequoia Capital, primarily due to the company's two recent mergers and acquisitions. Furthermore, E Fund and Gaoyi Asset Management have also conducted in-depth research on Krystal Opto-Electronic, spotlighting the company's innovative concepts in the Augmented Reality (AR) field.
