机构称科创板已经进入主升段，科创50ETF（588000）契合 AI 创新药主升逻辑

Group 1 - The core viewpoint of the article indicates that the A-share market, particularly the electronic sector, is experiencing significant growth, with the market capitalization reaching a historical high of 11.54 trillion yuan [1] - The Sci-Tech Innovation Board (科创板) is believed to have entered a main rising phase, driven by the performance of AI and innovative pharmaceuticals, with expectations for a market rally around September 2024 [1] - The Sci-Tech 50 ETF (588000) tracks the Sci-Tech 50 Index, which has a concentrated industry distribution, with 63.74% in the electronic sector and 11.78% in the pharmaceutical and biological sector, totaling 75.52% [1] Group 2 - The top three companies by market capitalization in the electronic sector are Industrial Fulian (910.16 billion yuan), Cambrian (520.09 billion yuan), and Haiguang Information (432.47 billion yuan) [1] - The current position of the Sci-Tech 50 Index is near the baseline, and there is potential for growth based on historical trends of the ChiNext market [1] - Investors optimistic about the long-term development prospects of China's hard technology are encouraged to maintain their focus on this sector [1]