[New hot spots in technology have surfaced, and institutions are hotly discussing the potential for a structural rebound] News on September 18, A shares staged a shock rebound on September 16. Among technology stocks, semiconductor chips, semiconductor equipment, optical communications, optical modules and other subdivisions all rose sharply. "Although the market was once worried about the valuation of technology stocks and the monetization ability of AI, with the further iterative verification of large model technology and the release of strong hardware export data, funds have returned to the technology industry chain." A relevant person from a medium and large fund company in Shanghai told reporters. At the same time, computing power infrastructure has become a new market hot spot, and a number of related ETF products have been launched or will be launched soon. According to industry insiders, the logic of the current technology field has gradually been implemented from the conceptual level to policy catalysis or actual performance. Whether it can grasp the new round of structural market conditions may become the "winner" of excess returns during the year. (Shanghai Securities News)