With the intensive disclosure of the 2026 second quarterly report of public funds, whether a bubble has appeared in the artificial intelligence sector has become one of the most concentrated topics for fund managers to discuss. Looking back at the first half of 2026, the global macroeconomy and capital markets jointly interpreted an extreme K-type differentiation, reflecting the investment level, fund managers' judgments on the AI industry were also clearly divided: one side believes that some AI asset valuations have overdrawn the future, and the characteristics of local bubbles are becoming more obvious; the other side believes that the current AI market has real industry demand and order support, which is fundamentally different from the historical technology bubble. The industrial boom is still expected to continue. Amidst the differences, there was also a clear difference in the fund manager's position adjustment actions. Some people choose to cash out profits and reduce positions, while others continue to increase core tracks such as computing power and chips, further heating up the investment game surrounding the AI industry chain.

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