QDII Funds Draw Inflows as US Tech Selloff Deepens; Nasdaq Products Tighten Purchase Limits

The striking signal here is behavioral, not fundamental: investors are adding exposure to a falling market even as QDII quota limits cap how much they can actually buy, which mechanically inflates on-exchange premiums. That premium is the real risk — it reflects scarcity of access rather than conviction, and can compress sharply once quotas or sentiment shift. The stated reassessment of AI capex sustainability is the fundamental thread worth tracking; whether inflows persist against tightening subscriptions is the open question.