Foreign institutions intensively researching A-share companies, with three major industries receiving the most attention.
Since July, foreign investment institutions have conducted research on 117 A-share listed companies, with a focus on hard technology and high-end manufacturing as the key areas of investigation. Observing the distribution by industry, electronic, mechanical equipment, and power equipment sectors together account for more than half of the total number of researched companies. Amid the research boom, foreign investment institutions such as JPMorgan Chase and UBS Securities have recently expressed their views, believing that AI has a long-term industrial development trend, and market expectations for profitability in the technology sector continue to be revised upwards.
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