On July 8th, Chen Guo, Deputy Director of the Research Institute and Chief Strategist at Eastmoney Securities, stated that recent investment strategies among Asia-Pacific funds involve reducing exposure to Korean memory stocks while increasing holdings in the Hang Seng Tech Index. He noted that a downturn in the Korean memory sector does not necessarily imply a corresponding decline for global technology stocks, emphasizing that the Hang Seng Tech Index is also a component of the broader technology landscape.

He further expressed that June 2026 represents a historic low point for the Hang Seng Tech Index.