Wind data reveals that institutions paid visits to 989 A-share listed companies in June. Owing to its well-defined trajectory of industrial advancement, ongoing strides in import substitution, and substantial long-term growth prospects, the hard technology sector has emerged as a primary focus for institutional research and long-term capital deployment. Experts highlight that, despite the diverse investment approaches of various institution types—such as public funds, private funds, foreign capital, and securities firms—there exists a strongly aligned bullish sentiment towards the technology growth sector. Specifically, cutting-edge sub-sectors like humanoid robots, AI hardware, and advanced semiconductor materials have garnered significant market interest, driven by rapid industrial evolution, concentrated performance releases from listed companies, and enhanced market liquidity.