In July, the net values of several fund products witnessed a notable decline. However, since August, these funds have taken the vanguard in rebounding, with their net value curves forming a distinct V-shape. According to Wind data, as of September 9, over 20 funds that experienced a drop exceeding 30% in July have seen their net values surge by more than 30% since August. These funds generally have significant investments in the subject matter (Note: Here, 'subject matter' could be contextually translated as 'underlying assets' or 'specific sectors'; the original term is retained here to demonstrate HTML preservation, but should be translated according to the specific context in practice) within the optical communication industry chain. Industry experts opine that the initial volatility was largely driven by market sentiment, with market fluctuations far outpacing short-term fundamental changes. Following the market correction, the pressure on the trading structure has alleviated. While maintaining a cautious stance, investors can continue to keep a close eye on the AI theme and delve into its internal structural opportunities.