As of August 6, Choice data indicates that the average net asset value (NAV) increase of equity funds across the market over the past month has reached 5.88%. Notably, actively managed equity funds have outperformed, achieving an average NAV growth of 7.27%. A total of 4,426 funds (counting only the primary code funds) have recorded positive returns, amounting to a robust 97.55% of the total. Fund quarterly reports reveal that these top-performing funds generally held substantial positions in technology sectors, particularly AI, at the close of the second quarter. Many fund managers have emphasized that the AI industry chain remains in a phase of robust growth and will continue to prioritize the main technology theme, with a keen focus on structural opportunities in areas such as computing power and cloud computing that possess global competitiveness.