In the context of the ongoing AI wave, technology investment has re-emerged as a central market theme, spanning from computing infrastructure to application deployment and semiconductor advancements. Fund manager Du Fan of Quanguo Fund believes the current technological revolution, driven by AI, has the potential to surpass previous internet waves in scale. He observes a clear upward trend in the industry, likening it to facing a rapidly rising wall. AI
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IMPACT AI is driving a new wave of technology investment, with potential to exceed previous booms.
RANK_REASON The cluster contains commentary from a fund manager about the impact of AI on technology investment trends.