Public offerings focus on power, minerals, and other AI-dependent underlying assets

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Mars Finance News, April 16 — Amid the ongoing emergence of structural opportunities in A-shares, some fund managers reduced their Hong Kong stock positions in the first quarter, shifting more funds toward traditional industries in A-shares, embracing AI-dependent underlying assets such as electricity and minerals. Recently, several public funds including Ping An Fund, Qianhai Open Source, Huafu Fund, and Rongtong Fund disclosed their Q1 2026 reports. Overall, the trend in holdings shows that infrastructure sectors relying on artificial intelligence (AI) industry development, such as electricity and hardware, have become the core areas for increased allocations by public funds. Additionally, traditional resource stocks have also become an important direction for fund rebalancing. (Securities Times)

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