Big tech ‘messy flowers gradually attract attention’ fund managers delve into new opportunities on the application side

On March 13th, the large technology sector has become a hot topic in the market recently. During interviews and research, reporters found that as the popularity of the big technology sector continues to soar, DeepSeek、 A series of segmented concepts such as artificial intelligence (AI) computing power, AI intelligent agents, and humanoid robots have taken turns to attract investors’ attention, and even generated a certain siphon effect. However, it is widely recognized by institutional investors that the large technology sector is likely to become the main investment focus for the whole year. In the environment where hot concepts are frequently emerging within the large technology sector, several fund managers have stated that they will pay more attention to exploring investment opportunities brought by key links that deeply benefit from industry trends. (China Securities Journal)

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