科技板块备受青睐：相关基金强势吸金，机构纷纷调研探寻机会

Group 1 - The technology growth sector has seen a strong rebound since April 9, with the PCB index rising over 50% and the CPO concept index increasing nearly 40% as of July 3 [1] - Notable companies such as Xinyiseng in the optical module sector and Shenghong Technology, Dongshan Precision in the PCB sector have reached historical stock price highs [1] - Funds heavily invested in the technology sector have also experienced significant net value rebounds, with the Yongying Technology Smart Mixed Fund increasing by 57.77% and the Zhonghang Opportunity Leading Mixed Fund rising by 56.66% from April 9 to July 2 [3] Group 2 - A substantial influx of capital into technology sub-sectors has been observed, with significant net subscriptions for thematic ETFs, including 2.682 billion yuan for the Jiashi Science and Technology Chip ETF and 1.413 billion yuan for the Huaxia Robot ETF since June [3] - The overall valuation of the TMT sector has recovered to historical averages, although there is internal valuation differentiation, particularly in computing, electronics, and media sectors, which may lead to short-term market fluctuations [3] - Institutions have been actively researching technology sub-sectors, with a focus on semiconductor, computer software, and optoelectronic devices, emphasizing performance as a core concern [4]