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Top foreign institutions once again focus on semiconductor investment opportunities

Since the third quarter, top foreign institutions have continued to pay attention to the class A share market, especially showing strong interest in the semiconductor sector. Temasek Holdings, Sequoia Capital, BlackRock, Goldman Sachs, Morgan Stanley and other well-known institutions have frequently appeared in the survey list of many semiconductor listed companies. Semiconductor companies such as Lanki Technology, Espressif Technology, and Shengmei Shanghai have become the focus of foreign institutions. Temasek Holdings, Goldman Sachs and other institutions have conducted intensive research on Lanqi Technology, focusing on understanding its strategic layout in the era of artificial intelligence; while Espressif Technology has attracted a number of institutions including BlackRock, Schroders, and Nomura Investment to investigate and pay attention to the sustainability of the company's performance; Shengmei Shanghai has attracted in-depth exchanges from Citi, Morgan Stanley and other foreign companies due to its superior technology in the field of cleaning equipment.