According to the Securities Times, with the official opening of a new public offering layout window, the hard technology aura of the technology narrative is gradually giving way to soft power. Among them, the digital economy has also become the focus of the fund's competition after the beginning of the year. Guided by the AI investment logic strategy of hardware first and then software, the digital economy circuit sector, which has been dormant for a year, has recently performed extremely strongly, or indicates subtle changes in the fund's layout in the new year. Three of the top four industries previously allocated to public offerings point to hard technology. Many fund managers believe that changes in the racetrack market in the new year reflect the “switching of highs and lows” and “more rebates and fewer subsidies” between different tracks, and also indicates that the fund has strong expectations for a gradual shift in AI technology from “building roads” to “opening stores.”

According to the Securities Times, with the official opening of a new public offering layout window, the hard technology aura of the technology narrative is gradually giving way to soft power. Among them, the digital economy has also become the focus of the fund's competition after the beginning of the year. Guided by the AI investment logic strategy of hardware first and then software, the digital economy circuit sector, which has been dormant for a year, has recently performed extremely strongly, or indicates subtle changes in the fund's layout in the new year. Three of the top four industries previously allocated to public offerings point to hard technology. Many fund managers believe that changes in the racetrack market in the new year reflect the “switching of highs and lows” and “more rebates and fewer subsidies” between different tracks, and also indicates that the fund has strong expectations for a gradual shift in AI technology from “building roads” to “opening stores.”