Performance-driven technology theme funds are frequently restricted for purchase. Institutions say: in the future, pay attention to the matching of target valuation and performance.

Recently, the technology sector has shown strong performance, driving the net asset value of technology-themed funds to rise and attracting a large amount of capital inflow. In this situation, many top-performing funds have issued "purchase restrictions" to prevent short-term funds from chasing high buy-ins. From the latest viewpoints of fund managers, the AI industry is still in the stage of capital expenditure investment, and the investment in computing power infrastructure by technology giants is the current main focus. They still have a positive view on the future opportunities in the technology sector, but with the recent significant increases in value, attention should be paid to the risk of short-term adjustments.