Group 1: Market Overview - A-shares experienced fluctuations on August 8, with the technology sector showing a slight pullback [1] - The Tianhong Sci-Tech Innovation Index ETF (589860) fell by 1.02%, with a trading volume exceeding 194 million yuan, ranking first among similar products [1] - Notable gainers among constituent stocks included Sainuo Medical, Kewell, Zhejiang Haideman, and Nanmo Biology, all hitting the daily limit [1] Group 2: Fund Flow and Investment Trends - The Tianhong Sci-Tech Innovation Index ETF attracted over 21 million yuan in inflows on August 7, leading among 19 similar ETFs [1] - The index closely tracks the Sci-Tech Innovation Index (000680.SH), covering approximately 97% of the market capitalization of the Sci-Tech Innovation Board, with a focus on small-cap hard technology companies [1] Group 3: Positive Catalysts for Investment - Three favorable factors for the Sci-Tech Innovation Index were highlighted: 1. Catalysts from leading stocks, particularly in the domestic chip sector, benefiting companies like SMIC and Cambrian [2] 2. Resonance between the semiconductor and pharmaceutical sectors, with potential for long-term valuation recovery in pharmaceuticals [2] 3. Policy changes and new merger regulations that could unlock long-term growth opportunities for Sci-Tech Innovation Board companies [2] Group 4: Sector Analysis - The pharmaceutical sector is gradually recovering from the impact of centralized procurement, with a shift in policy attitudes and optimization of procurement rules [3] - Increased R&D investments are leading to a harvest period for pharmaceutical companies, with a growing trend in overseas business development reflecting the competitiveness of domestic innovative drugs [3] - The pharmaceutical industry is expected to undergo a valuation re-rating as policy and earnings improve [3]
盘中实时成交额近2亿元,科创综指ETF天弘(589860)昨日“吸金”超2100万,居同标的第一
2 1 Shi Ji Jing Ji Bao Dao·2025-08-08 06:50