[Fund managers look forward to technology stocks in the second half of the year: AI is still the core main line, betting on the track turns to verifying performance] On September 1, according to the disclosed 2026 fund semi-annual report, many well-known fund managers issued market outlook for technology stocks in the second half of the year. Overall, AI is still the core theme, but the strategic differences among fund managers have significantly increased, and the investment focus is shifting from betting on the track to verifying performance. However, after experiencing continuous gains for several quarters, the collective consensus among public funds on the rise of the AI-centered technology sector has dissipated, and warnings about risks have become a high-frequency word in the semi-annual report outlook.