The more it drops, the more they buy! Institutions are increasing their positions in technology.
After nearly a month of correction, the congestion in the technology sector has been effectively released. On August 4th, technology stocks represented by computing hardware led the market rebound, significantly warming market sentiment. After the market closed, a fund manager told the Shanghai Securities Journal that from multiple dimensions, the objective conditions for a phase-wise recovery in the AI computing sector are taking shape. In fact, research report statistics show that in the past month, publicly offered active equity funds have still been increasing their positions in technology stocks against the trend, while private equity funds have been increasing their positions for four consecutive weeks, making the "buying more as it falls" path relatively clear.
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