Foreign investment giants' mid-year investment outlook unveiled, A-share AI sector seen as "value oasis".

Recently, global asset management giants such as BlackRock, Fidelity International, and Schroders have held a series of mid-year investment outlook meetings to assess the investment trends for the second half of 2026. At the investment outlook meetings of foreign giants, AI continued to be the core topic without surprise, widely regarded as the most certain structural investment opportunity in the current global market. Meanwhile, "China" has also become a key keyword that is frequently mentioned. With its valuation advantage and huge potential for commercialization, the A-share AI sector has been collectively positioned as a rare "value oasis" in the global technology competition.