Aggressive portfolio adjustment! 6 funds’ heavy positions undergo a “major overhaul,” AI hardware roadmap exposed_ Securities_ Huaxia Times Network [Chinese]

Author: 叶青 & 栗鹏菲 | Source: China Times | Read the full article in Chinese

In the world of investment, fund managers are making significant changes to their investment portfolios, particularly in the technology sector. These professionals are shifting their focus towards emerging technologies like artificial intelligence (AI), robotics, and smart driving systems. The changes reflect a growing interest in cutting-edge technological developments that have the potential to reshape industries.

One of the key areas of interest is the development of humanoid robots and their component parts. Fund managers are investing in companies that specialize in creating advanced robotic joints, sensing systems, and precision movement technologies. Additionally, the smart driving sector is gaining attention, especially with new regulations supporting Level 3 autonomous driving technologies.

The investment landscape is also seeing increased interest in Hong Kong's technology stocks, particularly internet giants and semiconductor companies. Fund managers are carefully evaluating these companies, looking for those with strong market positioning, promising AI applications, and potential for future growth. While the technology sector remains attractive, investors are also cautious about potential risks and the need to carefully assess each company's technological capabilities and commercial potential.

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