Domestic and foreign funds continue to flow in, and the A-share semiconductor sector is favored
Domestic and foreign funds continue to flow into the A-share semiconductor sector, influenced by the surge in AI demand and domestic policy support, with the sector rising in sync with U.S. stocks. Although there is adjustment pressure due to high short-term valuations, in the medium to long term, the technology wave led by AI will drive the industry into a new growth cycle. Against the backdrop of accelerated localization and optimized supply and demand in the industry, companies with core technologies are expected to continue benefiting, and the long-term growth logic of the sector remains clear
