Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-08-01 04:44Core Viewpoint - The Central Political Bureau of the Communist Party of China emphasizes "technological innovation leading the development of new productive forces," indicating a shift towards technology-driven economic policies and a focus on high-quality development [1] Group 1: Economic Policy and Market Trends - The meeting highlights the transition of economic work towards technology innovation-driven strategies, suggesting that policies may increasingly favor sectors represented by "new productive forces," particularly in technology [1] - There is a potential shift in market style from being driven by cyclical factors to being driven by technological innovation, which may benefit sectors such as AI and robotics [1] - The emphasis on "governing enterprises' disorderly competition according to law" and "promoting capacity governance in key industries" reflects a commitment to regulating the development of the technology industry [1] Group 2: Investment Opportunities - The Science and Innovation Entrepreneurship ETF (588360) tracks the Science and Innovation 50 Index (931643), which can fluctuate by up to 20% in a single day, reflecting the overall performance of major securities in the technology innovation sector [1] - The index includes 50 securities selected from the Science and Technology Board and the Growth Enterprise Market, focusing on those with larger market capitalization and better liquidity, covering industries such as information technology and healthcare [1] - Investors without stock accounts can consider the Guotai CSI Science and Innovation Entrepreneurship 50 ETF Initiated Link C (013307) and Link A (013306) for exposure to this sector [1]