Vi e w p o i n t | 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, LPO, CPO), AI-PCB (content upgrade ...