Chang Sheng Fund's Yang Qiupeng: Continues to be optimistic about growth sectors in the second half of the year.

On the evening of July 31st, Yang Qiupeng, fund manager of the social security business management department of Changsheng Fund, said: "In the second half of the year, the A-shares equity market is expected to be stable and improve, but market structural differentiation may intensify further. We continue to see investment opportunities in the growth sector, including AI computing power applications, domestic semiconductor equipment materials, innovative drugs, etc.". Yang Qiupeng stated that the technology industry is not only the main direction for domestic economic transformation and industrial upgrading, but also a strategic focus of international competition. Although the development of this sector may face challenges, the strong policy support and intensive drive make it have long-term investment value.