In the second quarter, insurance funds increased their holdings by 183 million shares and have recently been actively researching AI computing power, pharmaceuticals, and hard technology.

In the second quarter, insurance funds overall showed a net increase in holdings, with the number of shares held net increasing by approximately 183 million. Since the second half of the year, insurance institutions and wealth management companies have been actively researching listed companies, paying close attention to sectors such as AI computing power, optical communication, pharmaceuticals, and hard technology. Interviewees believe that, in consideration of enhancing long-term investment returns, these two types of funds are expected to continue increasing their allocation to equity assets in the second half of the year.