科技叙事有望持续，博时基金科创产品线全力赋能科技创新

Group 1 - The core viewpoint of the articles highlights the significant performance of technology sectors, particularly driven by AI narratives, which have opened new investment opportunities for investors [1][2][4] - The BoShi Fund has established a comprehensive product matrix covering the entire technology industry chain, achieving remarkable results with a 99.59% return on the Sci-Tech Innovation Board from September 30, 2024, to September 30, 2025, significantly outperforming the benchmark [1][7] - The fund's products, such as BoShi Digital Economy Mixed A and BoShi Semiconductor Theme Mixed A, have also seen substantial returns, with performance figures exceeding 100% over the same period [1][6] Group 2 - The technology sector has emerged as a "main force" in the A-share market from October 15, 2024, to October 15, 2025, with significant gains in automotive, electronics, and communication sectors [2][4] - BoShi Fund's technology-themed funds are divided into two main directions: one focusing on high-growth technology companies to capture alpha returns, and the other on specific technology sectors to deeply explore industry opportunities [4][5] - The BoShi Special Value A fund targets core technology sectors such as new energy, AI, and semiconductors, demonstrating high returns and effective risk control [5][6] Group 3 - The BoShi Sci-Tech Innovation Board fund primarily invests in companies listed on the Sci-Tech Innovation Board and can also invest in Hong Kong stocks, providing investors with opportunities in both A and H shares [6][7] - The fund has maintained a high stock holding ratio, consistently above 85%, allowing it to capitalize on the upward momentum in the equity market [6][7] - The top holdings of the BoShi Sci-Tech Innovation Board fund are concentrated in leading companies within the consumer electronics and semiconductor sectors, indicating a strategic focus on high-quality stocks [7][8] Group 4 - The investment team at BoShi Fund, led by experienced professionals, employs a systematic approach to capture investment opportunities in the rapidly evolving technology landscape [8][9] - The team emphasizes a bottom-up investment strategy, focusing on industry trends, competitive advantages, and reasonable valuations to identify growth opportunities [9][10] - BoShi Fund has significantly increased its investment in technology companies, with the total market value of its technology investments growing by approximately 50% over the past five years [11][12]