Foreign-funded mutual funds are firmly bullish on A-shares and are focusing on the technology sector.

With the disclosure of the fourth quarter reports of public funds in 2025, the layout and market views of foreign-funded mutual fund institutions such as BlackRock Fund, Fidelity Fund, Robeco Fund, Allianz Fund, Schroder Fund, and Lombard Fund gradually surfaced. Wind information data shows that multiple products under foreign-funded mutual funds have had a net value increase of over 50% in 2025, reflecting their strong performance in the Chinese technology sector - companies like Intellifusion, Cambricon, and Inspur have become major holdings. Looking ahead to 2026, foreign-funded mutual fund institutions are maintaining high positions and strongly believe in the value of A-share allocations, predicting that high-quality technology assets will lead the revaluation of value driven by new quality production.