摩根士丹利基金、宏利基金等外资公募最新调研A股曝光！半导体板块被集体关注！

Core Viewpoint - Foreign public funds are increasingly investing in the Chinese market, with major firms like Morgan Stanley and Lipper announcing significant capital injections and expressing optimism about the market's potential [1] Group 1: Foreign Fund Activities - Morgan Stanley Investment Management's report indicates that Chinese assets are crucial in the global asset allocation rebalancing process, suggesting potential structural market opportunities in the second half of the year [1] - Lipper Fund's July report states that conditions for an upward trend in A-shares are forming, with the market awaiting more definitive factors [1] - Over 30 new funds have been launched by foreign public institutions such as Lipper, Fidelity, and Morgan funds, indicating a strong interest in A-share companies [1] Group 2: Company Research and Performance - Morgan Fund conducted research on 38 companies in the past month, with notable focus on companies like Jing Sheng Jidian, which was researched twice, and has seen a price increase of 53.31% in the last month [5] - Among the companies researched by Morgan Stanley, 18 have seen price increases of over 50% this year, with 8 companies doubling their stock prices, particularly in the semiconductor sector [6] - SourceJet Technology has experienced a remarkable year-to-date increase of 173.27%, attributed to the booming demand for computing power, with a recent monthly increase of 23.92% [8] Group 3: Sector Insights - The semiconductor industry is highlighted as a key area of interest, with multiple companies being researched and showing significant price increases [9] - The storage chip industry is undergoing a supply-demand restructuring due to the AI computing power revolution, leading to price increases for various memory products [11] - The report indicates that the semiconductor and general equipment sectors have the highest number of companies researched by foreign funds, reflecting their growing importance in the market [12]