Some funds are increasing their positions against the trend, and the hard technology sector is facing a recovery opportunity.

After nearly a month of pullback, the trading congestion in the technology sector has been effectively reduced. On August 4, technology stocks, represented by computational power hardware, led the market rebound, and market sentiment significantly improved. Based on the recent views and strategies from various institutions, public funds remain confident in technology stocks, but private equity's optimism has shown a noticeable decrease, and there is a growing consensus on seeking excess returns from a broader range of market sectors.