This year, the A-share industry and thematic ETFs have continued to expand, with the technology sector becoming a key focus for capital allocation. According to statistics, as of the end of June, the scale of industry and thematic ETFs focused on technology exceeded 540 billion yuan, representing a significant increase of 208.7 billion yuan from the end of 2025. Meanwhile, the proportion of actively managed equity funds focused on the technology sector has also risen notably. Despite recent significant volatility in popular technology sectors such as semiconductors, many public fund institutions believe that short-term sentiment fluctuations do not affect the long-term positive trend of the industry. Core drivers such as AI commercialization and semiconductor independent innovation continue to strengthen, and there remains ample investment potential in the technology sector going forward.