20cm速递｜科创创业ETF（588360）涨超2.1%，科技成长板块或迎周期性拐点

Group 1 - The core viewpoint of the article highlights a shift in market structure from a "barbell strategy" to "middle assets," indicating a cyclical turning point for the technology and innovation sectors represented by the ChiNext Index and the Sci-Tech Innovation 50 Index [1] - On a macro level, the article notes that the long-term interest rate decline is slowing, coupled with policies aimed at "de-involution," which are facilitating capacity clearance and providing support for the technology growth sector [1] - The article emphasizes that new momentum industries such as AI computing power, innovative pharmaceuticals, semiconductors, and new energy are experiencing turning points in their economic conditions [1] Group 2 - The ChiNext Index reported a profit growth rate of 19% in the first quarter, showcasing a significant profitability advantage among broad market indices [1] - The current market is characterized by a "value platform, growth performance" feature, with continuous inflow of incremental funds, suggesting that the technology and innovation sectors are likely to outperform in the third quarter [1] - The Sci-Tech Innovation ETF (588360) tracks the Sci-Tech Innovation 50 Index (931643), which selects 50 representative technology innovation companies from the Sci-Tech Board and ChiNext, covering high-tech fields such as information technology, biomedicine, and new energy [1]