Recently, in the face of violent fluctuations in global technology stocks, especially the semiconductor sector, overseas fund managers are actively adjusting their positions
Recently, in the face of violent fluctuations in global technology stocks, especially the semiconductor sector, overseas fund managers are actively adjusting their positions: on the one hand, many institutions have reduced related positions or even added short positions due to the high valuation of the semiconductor sector; on the other hand, funds have not really left the market, but have flowed into low-valued sectors such as software, finance, medical care, industry, and utilities. Some investors have also set their sights on cutting-edge fields such as the space economy. Although there are large differences in judgments on short-term sector trends, many institutions believe that the long-term investment logic of global artificial intelligence has not been shaken. This round of adjustments is more about valuation repair and emotional clearing after crowded transactions, opening a window for a new round of layout. (Shanghai Securities News)