AI hardware leads the tech market trend, and fund managers' high-position stock selection becomes more rational

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As the A-share market experiences turbulence due to some companies’ underperformance in the AI sector, the U.S. stock market is迎来 a new round of major tech rebound. Recently, some “light” themed concept stocks in the A-share market have underperformed, dragging down the entire artificial intelligence (AI) sector, with some companies’ first-quarter earnings falling short of expectations and doubts about extreme groupthink causing high-level fluctuations in AI stock prices, leading A-share investors to adopt a more rational view of AI investments. Meanwhile, in the U.S. stock market, a rebound led by AI hardware has brought hardware investment logic in the AI field to a stage peak. Faced with a differentiated market landscape, fund managers’ allocation strategies for the AI sector are increasingly divided. (Securities Times)

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