January private equity research path exposed, computer and mechanical equipment under scrutiny.

The direction of institution attacks in 2026 can be glimpsed from its research path in January. According to statistics from the private fund ranking website, nearly 660 private funds participated in A-share research activities in January, with a total research frequency of over 1700 times. Looking at different industries, the computer, machinery and equipment, pharmaceuticals, biology, and electronics sectors have received significant attention. Some industry insiders believe that although the overall increase in the technology sector in 2025 was significant, from the perspective of industry trends and corporate profitability, it is far from reaching the "bubble stage" at present, especially the semiconductor and AI applications are worth exploring.