Focus on "core" opportunities, science and technology innovation theme funds become the "leader" of the rise.

When technological innovation becomes the main theme of the market rebound in the past year, the performance of science and technology innovation-themed funds has also become the focus of the market. Data from Choice shows that as of September 11, 2025, the average net asset value growth of science and technology innovation-themed funds in the past year has nearly doubled, with the semiconductor sector becoming the leading "outperformer". At the current point in time, can the technology innovation theme continue to lead the market? In response, many institutional professionals have stated that with the momentum of the AI wave, there is no disagreement that science and technology innovation themes will be a long-term trend. However, fluctuations after a significant increase in the short term are inevitable, and further increases will depend on whether the fundamentals can continue to follow through.