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After nearly a month of correction, the congestion level in the technology sector has been effectively released. On August 4, technology stocks represented by computing power and hardware led a rebound in the market, and market sentiment heated up markedly. After the market, a fund manager told the Shanghai Securities News reporter that looking at the current AI computing power sector from multiple dimensions, objective conditions for phased restoration are being formed. In fact, research statistics show that in the past month, public active equity funds have bucked the trend and increased their positions in technology stocks, and private equity positions have also been increasing their positions for 4 consecutive weeks. The path of “buying the more you fall” is relatively clear.

Zhitongcaijing·08/04/2026 11:34:28
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After nearly a month of correction, the congestion level in the technology sector has been effectively released. On August 4, technology stocks represented by computing power and hardware led a rebound in the market, and market sentiment heated up markedly. After the market, a fund manager told the Shanghai Securities News reporter that looking at the current AI computing power sector from multiple dimensions, objective conditions for phased restoration are being formed. In fact, research statistics show that in the past month, public active equity funds have bucked the trend and increased their positions in technology stocks, and private equity positions have also been increasing their positions for 4 consecutive weeks. The path of “buying the more you fall” is relatively clear.