The market's enthusiasm for the technology growth sector continues to rise. From the perspective of funds, since June, tens of billions of yuan of funds have continued to flow into technology sub-sector theme ETFs, and some ETF shares have reached historical highs. From the survey situation, the research enthusiasm for the technology sector is high, and institutions are stepping up their research to find investment opportunities, and performance has become a core concern. In the eyes of institutions, the industry trend of the technology growth sector is positive, especially the AI-related industry chain. With the semi-annual report about to be disclosed, the related targets with eye-catching performance are worth looking forward to in the future.