20cm速递丨科创综指ETF（589630）涨超1.0%，硬科技赛道迎周期性拐点

Group 1 - The core viewpoint of the news highlights that the hard technology sector is experiencing a cyclical turning point, with significant growth expected in various industries such as electronics, biotechnology, and intelligent manufacturing [1] - The electronic core industry accounts for 44.07% of the market capitalization, followed by the biotechnology industry at 15.92% and intelligent manufacturing equipment at 9.15% [1] - The semiconductor industry is entering a new upgrade cycle driven by AI, with increased demand due to the convergence of cloud and edge computing, as well as high-performance computing [1] Group 2 - The innovative drug industry is projected to achieve a breakthrough through License-out overseas, with a transaction scale expected to reach $51.9 billion in 2024, indicating a continuous growth trend [1] - Revenue growth rates for 2024 are forecasted at 17.39% for the electronic core industry, 28.44% for the artificial intelligence industry, and 32.36% for the biopharmaceutical industry, with significant profit expectations for the biopharmaceutical sector [1] - The R&D intensity of the Sci-Tech Innovation Board remains stable at a high level of 11%, with total R&D investment expected to reach 154.68 billion yuan in 2024, emphasizing the characteristics of innovation-driven development [1]