On the evening of August 7 (Beijing Time), the U.S. non-farm payrolls data for July fell short of market expectations, strengthening expectations for a Federal Reserve monetary policy adjustment and once again drawing attention to overseas technology assets. Meanwhile, with the release of second-quarter earnings reports from U.S. tech giants, the market's focus on the AI industry is shifting from computing power investment to profit realization. Industry analysts note that in the short term, changes in Federal Reserve policy expectations may affect tech stock valuations; in the medium to long term, the commercialization of AI and the profitability of tech companies will be key determinants of related asset trends. Against this backdrop, domestic capital's enthusiasm for investing in overseas tech assets through QDII funds is likely to rise. Wind data shows that since the second quarter, the scale of QDII funds tracking overseas tech indices and the global semiconductor supply chain has grown significantly.