Fund managers intensively research hard tech targets are most concerned.

With the quarterly reports of listed companies being gradually released, the direction of institutional research has quietly shifted. Since April, institutional research has gradually focused on areas with strong earnings certainty, with leaders in the technology and high-end manufacturing sectors frequently appearing at the top of the research list. For example, Luxshare Precision has attracted research from 500 institutions, and star fund managers such as Zhu Shaoxing from Fuguo Fund, Shen Li from Caitong Fund, and Zhao Yi from Quanguo Fund have all attended research meetings. It was found that, affected by the so-called "equivalent tariffs" imposed by the United States, fund managers are very concerned about the overseas layout of listed companies. Institutional investors are outlining the investment layout for the second quarter through intensive research.