To break the net value dilemma, some "consumption" funds are reallocating to technology.

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Recently, in the face of the continued strength of the technology mainline and the low-level fluctuations of traditional consumption, many thematic funds labeled as “consumption” have started to cross over into the hard technology sector to break the net value dilemma.
Several consumption-themed funds, relying on the philosophy of “everything is consumption,” have heavily invested in the artificial intelligence (AI) sector, leading to outstanding performance.
However, some fund managers admit that the “siphoning effect” of the technology sector has greatly squeezed the liquidity of the consumption sector, and for some fund managers pursuing net value rankings, betting on technology is seen as a helpless move.
Although reallocating to AI and semiconductors has brought short-term performance recovery, it has also placed them at the center of the “style drift” controversy.
(The Securities Times)

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