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科创板块午后上行,科创板100ETF(588120)涨超1.6%,N字型定价节奏下关注科技产业机会
Mei Ri Jing Ji Xin Wen·2025-04-30 05:43

Group 1 - The core viewpoint of the article highlights the upward movement of the Sci-Tech Innovation Board, with the Sci-Tech Innovation Board 100 ETF (588120) rising over 1.6%, emphasizing the importance of the N-shaped pricing rhythm in capturing opportunities within the technology industry [1] - The Shanghai Stock Exchange revised the listing rules for the Sci-Tech Innovation Board on April 29, optimizing corporate governance structures and enhancing investor protection mechanisms [1] - The Sci-Tech Innovation Board's 2024 annual performance briefing launched a "Hot Industry Week" on April 28, focusing on sectors such as artificial intelligence and low-altitude economy through collective roadshows [1] Group 2 - Guotai Junan Securities pointed out that the current core of technology investment lies in grasping the N-shaped pricing rhythm under the internal movement laws of the industry, indicating a low win-rate but high payout characteristic of tech investments [1] - The industry is entering a phase similar to the explosive growth of new energy vehicles in 2020, with an increase in domestic production rates driving market capitalization restructuring [1] - AI computing power is benefiting from the expansion of capital expenditures by major companies, with significant room for domestic substitution [1] Group 3 - The Sci-Tech Innovation Board 100 ETF (code: 588120) tracks the Sci-Tech 100 Index (code: 000698), which selects 100 stocks from the Sci-Tech Innovation Board that have large market capitalizations and good liquidity [2] - The Sci-Tech 100 Index covers high-tech industries such as information technology, healthcare, and new materials, reflecting the overall performance of innovative and high-growth companies in the Sci-Tech Innovation Board market [2] - Investors without stock accounts can consider the Guotai CSI Sci-Tech Innovation Board 100 ETF linked C (019867) and linked A (019866) [2]