Nomura quantitative strategist Yoshitaka Suda noted in a report published on August 24 that his recent meetings with 45 investors in Hong Kong revealed that these hedge fund managers are generally cautious on AI stocks in the short term but bullish in the long term. However, they are hesitant to chase the rally and add positions due to the market pullback in July. The report specifically mentioned that many investors are closely watching the super-large IPO of AI company Anthropic, which could potentially launch as early as October. Nomura expects that AI stocks may outperform the broader market in September due to roadshows boosting investor expectations, but could underperform in October as more investors cash out, posing a risk of retail investors stampeding to sell.