中国科技与通信_2025 年第二季度后美欧市场反馈-China Technology & Communications_ Post 2Q25 US_EU Marketing Feedback

Vi e w p o i n t | 26 Oct 2025 21:28:42 ET │ 11 pages China Technology & Communications Post 2Q25 US/EU Marketing Feedback CITI'S TAKE We met with 49 institutional investors in US/EU in the past two weeks. We saw increasing interest in China tech from LO investors. Investors agreed that more quality tech names listing on the H-share market would attract more attention and fund flows. Key discussion topics included AI supply chain beneficiaries and expectation including optical transceivers (future scale-up, ...