Technology sectors such as semiconductors, chips, and computing power in the A-share market have shown sustained strength, highlighting significant profit opportunities. Consequently, numerous funds primarily focused on consumer themes have crossed sector lines to increase their holdings in technology stocks, drawing considerable market attention. Some investors have expressed concerns that this trend of consumer funds collectively chasing rallies in computing and chip stocks harbors underlying investment risks.

Industry experts clearly caution that when consumer fund managers venture into technology stock investments, they are prone to errors in investment research and judgment. Furthermore, the performance benchmarks for some of these funds remain anchored to the consumer sector, which can easily distort performance comparisons and mislead ordinary fund investors into potential pitfalls. With the advancement of new regulations regarding performance benchmarks, some fund companies have begun to strengthen internal controls. This development suggests that broadly defined consumer-themed funds may soon move away from such "cross-sector" investment practices.