产业趋势和业绩共振 机构布局AI产业链

Group 1 - Significant capital inflow into technology sector ETFs since June, with some ETFs reaching historical highs in shares [1][3] - The technology growth sector is experiencing a positive industry trend, particularly in the AI-related supply chain, with strong performance expected in upcoming half-year reports [1][4] - The PCB index has increased over 50% and the CPO concept index has risen nearly 40% since April 9, indicating a strong rebound in the technology growth sector [2] Group 2 - Major funds focused on the technology sector have seen substantial net value rebounds, with some funds increasing by over 56% since April 9 [2] - Recent data shows significant net subscriptions for various technology-themed ETFs, with notable amounts for the Jiashi Sci-Tech Chip ETF and Huaxia Robot ETF [3] - Institutions are actively researching and seeking investment opportunities in the technology sector, with a focus on performance metrics of relevant companies [4] Group 3 - The AI industry is expected to see continued demand for computing power, with innovations in AI hardware and applications likely to drive growth in the semiconductor cycle [5] - Institutions are increasing allocations in AI-related sectors, including internet applications and hardware supply chains, reflecting a bullish outlook on the technology sector [4]