On August 25, the technology sector has witnessed notable shifts recently, marked by heightened volatility, particularly in the electronics domain. Contrary to pulling out amidst these fluctuations, public funds have demonstrated resilience by further escalating their investments in select technology sub-sectors. The latest figures reveal that, as of August 21, the overall exposure of public equity funds has climbed to 94.47%, with the electronics industry commanding over 30% of this allocation and experiencing active growth. Simultaneously, the volume of research visits conducted by public funds last week soared, more than tripling from the preceding week, with the electronics sector emerging as the prime focus of institutional interest. Yang Gang, Chief Economist at Golden Eagle Fund, emphasized the importance of maintaining a balanced investment approach over the medium term, with a keen eye on AI industry trends and interim report results. Following the alleviation of overseas credit worries, it is anticipated that enhancements in the liquidity environment will persist in bolstering the market.