Recently, the large-cap technology sector has been subject to significant volatility, resulting in a divergence in the performance of actively managed equity funds with substantial investments in related industries. When compared to the end of the second quarter, funds with significant holdings in niche areas (contextually translated as 'sub-sectors,' such as computing power) have witnessed a decrease in the fluctuations of their net asset values (NAVs). Conversely, funds without notable investments in technology sectors have seen a considerable increase in NAV volatility. This trend suggests that fund managers have likely undertaken substantial portfolio realignments. In light of the notable shifts in technology sectors, particularly computing power, industry analysts posit that, given the current trajectory of the AI industry and prevailing portfolio strategies, managers of certain actively managed equity products are now intensifying their focus on AI applications.