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Recently, the technology sector has continued to adjust. Who is smashing the market? Private equity bosses point to some institutions chasing up and falling. “It's not a fundamental reason; it's a financial one. We learned that some insurance asset management giants bought a lot of technology stocks at a high level in July, but drastically cut their positions and stop losses in late September. This kind of operation of big institutions chasing gains and losses is really puzzling.” The 10 billion private equity boss Liang Hong said in the latest weekly report. Liang Hong wrote in the weekly newspaper, “I think this is mainly not a fundamental reason, but a financial one. The development of AI is very good, very smooth, and the prospects are still very great, but the domestic funding situation is not good, which really surprised me. We learned that some insurance asset management giants bought a lot of technology stocks at a high level in July, but drastically cut their positions and stop losses in late September. This kind of operation of big institutions chasing gains and losses is really puzzling.” According to Liang Hong, the fundamentals of the current technology sector are very good. The current stock price is getting cheaper, which means there is more and more room for the future. “If the fundamentals are poor, several leading GPU, CPU, and wafer manufacturing leaders in the US will not reach new highs, and companies that use AH cheaply and have good certainty will have a lot of room in the future.”
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Recently, the technology sector has continued to adjust. Who is smashing the market? Private equity bosses point to some institutions chasing up and falling. “It's not a fundamental reason; it's a financial one. We learned that some insurance asset management giants bought a lot of technology stocks at a high level in July, but drastically cut their positions and stop losses in late September. This kind of operation of big institutions chasing gains and losses is really puzzling.” The 10 billion private equity boss Liang Hong said in the latest weekly report. Liang Hong wrote in the weekly newspaper, “I think this is mainly not a fundamental reason, but a financial one. The development of AI is very good, very smooth, and the prospects are still very great, but the domestic funding situation is not good, which really surprised me. We learned that some insurance asset management giants bought a lot of technology stocks at a high level in July, but drastically cut their positions and stop losses in late September. This kind of operation of big institutions chasing gains and losses is really puzzling.” According to Liang Hong, the fundamentals of the current technology sector are very good. The current stock price is getting cheaper, which means there is more and more room for the future. “If the fundamentals are poor, several leading GPU, CPU, and wafer manufacturing leaders in the US will not reach new highs, and companies that use AH cheaply and have good certainty will have a lot of room in the future.”
Disclaimer:Webull uses external vendor Google Translation Service for news translations where we endeavour to ensure these are correct, however, we recommend that you please double-check this information accordingly. Webull is not responsible for translation errors or issues.
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