The second quarter report of the fund shows a divergence in technology holdings. Multiple excellent performance funds maintain high positions in the market.

In the first half of this year, the technology sector was undoubtedly the "leader" of the A-share market, with many equity funds heavily invested in the technology race track showing impressive performance. However, in recent weeks, the technology sector has been experiencing continued fluctuations, leaving many investors confused: can the technology sector continue its momentum in the second half of the year? The latest disclosed public fund second quarter reports show that while most fund managers still maintain a high enthusiasm for the technology sector, there are significant differences in opinions regarding the sector's internal rotation and valuation logic of technology stocks. With the continued global AI wave, the technology sector is showing high prosperity. According to the latest disclosed second quarter reports of various public funds, many leading public funds such as Zhong Ou Fund, Ping An Fund, Rong Tong Fund, Hong Tu Innovation Fund, and Jin Xin Fund still maintain high positions in technology stocks and have achieved high returns in the past quarter. As the technology stocks continued to rise, doubts about the "bubble" in technology stocks occasionally arise. With sector valuations reaching high levels, some fund managers have shown a cautious stance in their operations. For example, the Rong Tong Advanced Manufacturing Fund, which had heavily invested in stocks such as New York Share, Changfei Fiber Optic Cable, Industrial Fortune Link, Yingliu Share, Jiangfeng Electronics, and Changfei Fiber Optic Cable at the end of the first quarter, collectively exited the top ten holdings of the fund in the second quarter.