20cm速递｜科创综指ETF国泰（589630）涨超1.1%，市场关注科技板块改革红利

Group 1 - The current market structure is transitioning from a "barbell strategy" to "mid-assets," with the technology and innovation sectors experiencing cyclical turning points [1] - New growth drivers such as AI, Hong Kong internet, innovative pharmaceuticals, new consumption, semiconductors, and new energy vehicles are entering their respective cyclical turning points, providing conditions for undervalued large-cap growth and the return of "mid-assets" to excess effectiveness [1] - The ChiNext Index is expected to benefit significantly due to its valuation being below the historical 30th percentile and its performance growth trend being advantageous compared to broad-based indices [1] Group 2 - The Science and Technology Innovation Index ETF from Guotai (589630) tracks the Science and Technology Innovation Index (000680), with a daily fluctuation limit of 20% [1] - The index reflects the overall market performance of the Science and Technology Innovation Board, with a balanced industry distribution, particularly emphasizing semiconductors, which account for 38% of the index's weight [1] - Investors without stock accounts can consider Guotai's linked ETFs, including the Guotai SSE Science and Technology Innovation Board Comprehensive ETF Initiated Link A (023733) and Link C (023734) [1]