Schroder fund's deputy general manager An Yun: The improvement of the technology sector will become an investment highlight.

Recently, when discussing the investment highlights for the second half of the year, An Yun, Deputy General Manager of Schroder Fund Management Co., Ltd., stated that in the context of the pressure in the macro environment, the improvement in the prosperity of the technology sector will become a bright spot. Capital expenditures related to artificial intelligence in the United States continue to grow rapidly, and are expected to drive domestic technology stocks from the perspective of the industrial chain and mapping. In An Yun's view, domestic technological development faces significant computational power bottlenecks, and there are signs of slowing user growth in some leading applications. Despite challenges, overall trade risks are manageable, and domestic companies are expected to benefit from the spillover effects of overseas computational demand, while AI investment plans in emerging markets such as the Middle East also provide new growth momentum for the global AI industry.