Why This Fidelity Fund Manager Is Buying China Tech Over The Magnificent Seven
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 24 2025
0mins
Should l Buy MSFT?
Source: Benzinga
Shift in Investment Focus: George Efstathopoulos from Fidelity International is now favoring Chinese tech stocks, which are outperforming U.S. counterparts like Amazon and Apple due to structural innovations and lower valuations, with companies like Alibaba and BYD showing significant year-to-date gains.
Market Dynamics: The Chinese tech sector is benefiting from strong domestic demand, supportive government policies, and a focus on innovation, while U.S. tech giants face high valuations and declining stock prices, prompting investors to consider diversifying into Chinese tech through direct investments or ETFs.
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Analyst Views on MSFT
Wall Street analysts forecast MSFT stock price to rise
34 Analyst Rating
32 Buy
2 Hold
0 Sell
Strong Buy
Current: 411.220
Low
500.00
Averages
631.36
High
678.00
Current: 411.220
Low
500.00
Averages
631.36
High
678.00
About MSFT
Microsoft Corporation is a technology company. The Company develops and supports software, services, devices, and solutions. The Company’s segments include Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment consists of products and services in its portfolio of productivity, communication, and information services. This segment primarily comprises: Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of server products and cloud services, including Azure and other cloud services, SQL Server, Windows Server, Visual Studio, System Center, and related Client Access Licenses (CALs), and Nuance and GitHub; and Enterprise Services, including enterprise support services, industry solutions and Nuance professional services. The More Personal Computing segment primarily comprises Windows, Devices, Gaming, and search and news advertising.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Enhanced Processing Capacity: The Fairweather data center will integrate hundreds of thousands of GB200s, projected to reach 3.3 GW capacity by late 2027, significantly boosting Microsoft's processing and service capabilities in the AI sector.
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- Material Shortage Alerts: The fighting has significantly curtailed exports of helium, a key material for chipmaking, with experts warning that prolonged conflict will create uncertainty for future data center and AI infrastructure projects, exacerbating challenges within the industry.
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