According to the disclosed 2026 semi-annual fund report, a number of well-known fund managers have published market forecasts for technology stocks in the second half of the year. Overall, AI is still the core main line, but fund managers' strategic differences have clearly increased, and the investment focus is shifting from betting on the racetrack to verifying performance. However, after many quarters of continuous growth, the collective consensus of public funds on the rise in the AI-based technology sector has been resolved, and hints about risk have become a high-frequency term in the semi-annual report outlook.

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