BofA Global Research survey respondents
Professional investors, such as fund managers and chief investment officers, who manage institutional portfolios and participate in Bank of America’s periodic market and economic surveys.
Standing...
Stories...
Aug 19, 2026
Center
Chinese fund managers continued to favor AI and chips despite July's sell-off, with more hedging but no sector abandonment.
Pragmatists interpret this as a bet on long-term domestic tech growth, but also as a warning that overconcentration in volatile AI stocks remains a systemic risk.