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20cm速递|科创板100ETF(588120)、科创综指ETF国泰(589630)均涨超1%,改革举措与科技周期共振
Mei Ri Jing Ji Xin Wen·2025-07-31 10:13

Group 1 - The core viewpoint of the articles indicates that the current market structure is transitioning from a "barbell strategy" to "mid-assets," with the technology and innovation sectors experiencing cyclical turning points [1] - In the industrial sector, new growth drivers such as AI (computing power), 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's current price-to-earnings ratio is at 23.82%, significantly lower than other broad-based indices, with a first-quarter profit growth rate of 19%, outperforming other indices [1] Group 2 - The Science and Technology Innovation Board 100 ETF (588120) tracks the Science and Technology Innovation 100 Index (000698), which can have a daily fluctuation of up to 20% and selects 100 securities with moderate market capitalization and good liquidity from the Science and Technology Innovation Board [1] - The Science and Technology Innovation Comprehensive Index ETF (589630) aims to comprehensively reflect the overall performance of the Science and Technology Innovation Board market, covering nearly 97% of its market capitalization [2] - Investors without stock accounts can consider various linked funds related to the Science and Technology Innovation Board ETFs, which provide alternative investment options [2]