[Intensive Institutional Research on A-Share Listed Companies: Humanoid Robots and Semiconductor Materials in High Demand] According to a report by Jinse Finance, on July 1, a total of 989 A-share listed companies were visited by institutional investors in June. From the perspective of research logic, the hard technology sector, with its clear industrial upgrade path, ongoing domestic substitution process, and ample medium- to long-term growth potential, has become the main focus of current institutional research and medium- to long-term capital allocation. Experts interviewed stated that the layout styles of various institutions, including public funds, private equity, foreign capital, and securities firms, are showing significant differentiation, but there is a high degree of consensus on the bullish outlook for the technology growth sector. Among them, cutting-edge subfields such as humanoid robots, AI hardware, and high-end semiconductor materials, benefiting from the accelerated pace of industrial iteration, concentrated realization of listed companies' performance, and continuous improvement in market liquidity, have become key areas of focus for market capital. (Securities Daily)