Recently, technology sectors such as communications and electronics have been active, driving a large-scale recovery in the net worth of active equity funds, and funds in the AI industry chain, such as heavy storage modules and CPO, have seen the highest growth rate. As gains in related sectors expand, AI investment is gradually shifting from being driven by industry trends to performance verification, and individual stock performance and fund performance may be further differentiated. Industry insiders believe that a company's return on investment, profit realization, and valuation absorption capacity may become the focus of follow-up attention. At the same time, the risk of net worth fluctuations that may be brought about by convergence in fund positions is also worth being wary of.

Recently, technology sectors such as communications and electronics have been active, driving a large-scale recovery in the net worth of active equity funds, and funds in the AI industry chain, such as heavy storage modules and CPO, have seen the highest growth rate. As gains in related sectors expand, AI investment is gradually shifting from being driven by industry trends to performance verification, and individual stock performance and fund performance may be further differentiated. Industry insiders believe that a company's return on investment, profit realization, and valuation absorption capacity may become the focus of follow-up attention. At the same time, the risk of net worth fluctuations that may be brought about by convergence in fund positions is also worth being wary of.