Long-term demand for computing power is increasing, and the reallocation strategy of technology thematic funds is changing.

Recently, reporters have found that the investment strategies of many excellent technology-themed funds have changed in the second quarter based on the latest reports. Some fund managers have shifted their positions from the domestic computing power sector to the overseas computing power sector, while others have chosen to systematically reduce their holdings of concept stocks of humanoid robots, which were highly discussed in the first half of the year. Some industry insiders have suggested that breakthroughs in Chinese technological innovation have led to a reevaluation of the value of artificial intelligence and overall high-quality assets. Against the backdrop of frequent external disturbances, the importance of the domestic AI industry chain has become more prominent, and the unexpectedly strong financial reports of overseas AI leaders have further confirmed the long-term demand for AI computing power.