In the first six months of this year, the technology sector has taken the lead in the A-share market, with numerous equity funds that have heavily invested in this area generating remarkable returns. The latest Q2 reports of public funds show that while the majority of fund managers are still keen on maintaining significant allocations to the technology sector, notable differences have surfaced concerning internal sector rotation and the valuation rationale within tech stocks. As the global AI trend persists, the technology sector is enjoying unprecedented levels of growth. Based on the Q2 reports disclosed, top-performing funds from several public fund management companies, such as China Europe Fund, Ping An Fund, Rongtong Fund, Hongtu Innovation Fund, and Jinxin Fund, continue to hold substantial positions in tech stocks, with multiple products achieving outstanding quarterly returns.