NextFin News — Institutional asset managers prioritized artificial intelligence infrastructure and youth-driven consumer sectors as their top investment strategies during the annual Sohn Investment Conference in Hong Kong on Thursday. The regional investment gathering drew widespread institutional interest as a sustained global semiconductor rally helped major Asian equity indexes outperform Western markets throughout the first half of 2026. Hong Kong-based CloudAlpha Capital highlighted critical circuit board manufacturing shortages within the hardware supply chain, while Valliance Asset Management projected annualized revenues for U.S.-based cloud provider CoreWeave to reach $55 billion by 2028.