私募借道ETF加码科技资产，未来重点投资哪些方向？

Group 1 - The technology innovation sector remains a key allocation direction for private equity, with significant investment in science and technology ETFs driven by policy support and technological breakthroughs [1][2] - Over 150 ETF products have been launched this year, with more than 40 being science and technology ETFs, accumulating a fund size close to 36 billion and a net inflow of approximately 2.48 billion [2] - Private equity institutions have shown a strong preference for science and technology ETFs, holding a total of 5.71 billion shares across 33 newly listed science and technology ETFs, accounting for 32.02% of the total [2] Group 2 - Recent disclosures from private equity institutions indicate a focus on technology innovation, internet and technology companies, innovative pharmaceuticals, new consumption, and upstream resources [4] - Companies in the AI innovation sector, smart terminals, consumer electronics, and data centers are viewed as investment opportunities due to their resilience and potential for profit growth [5] - High-end manufacturing companies with global operational capabilities are also highlighted as they can mitigate the impact of external tariffs by shifting production and expanding into non-U.S. markets [5]