Despite July’s sharp sell-off in global semiconductor shares, driven by concerns over AI-linked profitability, Artificial Intelligence and chips remained China’s most preferred investment themes in August, while more investors moved to hedge tech exposure, according to a survey by BofA Global Research.The findings come from the August edition of the Asia Fund Manager Survey, for which Bank of America’s researchers polled 98 participants across the region from August 7 to 13. The respondents represented US$272 billion worth of assets under management.In China, 73 per cent of surveyed fund managers picked AI and chips as one of their two favourite themes, even higher than July’s 60 per cent and June’s 50 per cent.
SRCSouth China Morning Post
LANGEN
LEANCenter-Right
WORDS112
ENT6
WED · 2026-08-19 · 08:13 GMTBRIEF NSR-2026-0819-103729
NSR-2026-0819-103729News Report·EN·Technology
China fund managers stick with AI, chips in August despite July sell-off, survey finds
A survey of 98 fund managers across Asia by BofA Global Research in August revealed that artificial intelligence and chips remained China's most favored investment themes. This occurred despite a sharp sell-off in global semiconductor shares during July due to concerns about AI-linked profitability.
Themis QiSouth China Morning PostFiled 2026-08-19 · 08:13 GMTLean · Center-RightRead · 1 min
South China Morning PostFIG 01
Reading time
1min
Word count
112words
Sources cited
1cited
Entities identified
6entities
Quality score
100%
§ 01
Briefing Summary
AI-generatedNEWSAR · AI
A survey of 98 fund managers across Asia by BofA Global Research in August revealed that artificial intelligence and chips remained China's most favored investment themes. This occurred despite a sharp sell-off in global semiconductor shares during July due to concerns about AI-linked profitability. In China, 73% of surveyed fund managers identified AI and chips as top investment themes, an increase from previous months. Concurrently, more investors in the region opted to hedge their technology exposure. The survey, conducted between August 7th and 13th, included participants managing US$272 billion in assets.
Confidence 0.85Sources 1Claims 4Entities 6
§ 02
Article analysis
Model · rule-basedFraming
Technology
Economic Impact
Tone
Measured
AI-assessed
CalmNeutralAlarmist
Factuality
0.80 / 1.00
Factual
LowHigh
Sources cited
1
Limited
FewMany
§ 03
Key claims
4 extracted01
AI and chip preference in China increased from 60% in July and 50% in June.
statisticBofA Global Research survey
Confidence
0.95
02
73% of surveyed Chinese fund managers picked AI and chips as favorite themes in August.
statisticBofA Global Research survey
Confidence
0.95
03
AI and chips remained China's most preferred investment themes in August, despite July's sell-off.
statisticBofA Global Research survey
Confidence
0.95
04
More investors moved to hedge tech exposure.
statisticBofA Global Research survey
Confidence
0.85
§ 04
Full report
1 min read · 112 words§ 05
Entities
6 identifiedKey playerOppositionContextPositiveNeutralNegative
Locations1
§ 06
Keywords & salience
8 termschips
1.00
artificial intelligence
1.00
fund managers
0.90
investment themes
0.80
china
0.70
semiconductor shares
0.60
tech exposure
0.50
bofa global research
0.40
§ 07
Topic connections
Interactive graph Network visualization showing 51 related topics
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