Within the year, it surged by more than 200 billion yuan, and the size of technology-sector ETFs exceeded 540 billion yuan

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Since the beginning of this year, A-share industry and theme ETFs have continued to expand, with the technology sector becoming the core main line for capital allocation. According to statistics: as of the end of June, the size of industry and theme ETFs focused on technology exceeded 540 billion yuan, up sharply by 208.7 billion yuan compared with the end of 2025; in addition, the share of actively managed equity funds focused on the technology track has also risen significantly. Although earlier popular technology segments such as semiconductors have seen notable volatility recently, multiple public fund institutions have judged that near-term sentiment disruptions will not change the industry’s long-term uptrend. Key theses such as AI commercialization and implementation, as well as independent semiconductor innovation, have continued to be strengthened, and the technology sector still has ample room for investment going forward. (Securities Times)
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