20cm速递｜科创综指ETF国泰（589630）涨超1.0%，科技板块结构性机会获市场关注

Group 1 - The current market trend is shifting from traditional cyclical sectors to technology sectors, influenced by policies and events [1] - The upcoming Fourth Plenary Session in October is expected to discuss development strategies for the next five years, accelerating capital towards high-tech and emerging industries [1] - The military parade on September 3 is anticipated to enhance investment expectations in the military industry, particularly in defense modernization and procurement [1] Group 2 - The easing expectations from the US-China summit may help alleviate trade and geopolitical tensions, creating a more favorable external environment for export-oriented technology companies [1] - The technology sector, particularly in AI and robotics, continues to exhibit structural growth logic, suggesting that the market's structural trend may persist [1] - The Guotai CSI Science and Technology Innovation ETF (589630) tracks the CSI Science and Technology Innovation Index (000680), which covers 97% of the market capitalization of the Sci-Tech Innovation Board [1] Group 3 - The index includes over 500 listed companies, primarily in high-tech industries such as semiconductors, power equipment, machinery manufacturing, and pharmaceuticals, characterized by high R&D investment and patent reserves [1] - Investors without stock accounts can consider the Guotai CSI Science and Technology Innovation ETF Initiated Link A (023733) and Link C (023734) [1]