科创50增强ETF(588460)盘中涨近5%，机构持续看好科技板块成长潜力

Group 1 - The core viewpoint highlights the significant rise in the technology sector, particularly the performance of the Sci-Tech 50 Enhanced ETF and its constituent stocks, driven by strong earnings and market sentiment [1][2] - The Sci-Tech 50 index includes 50 major companies from the Sci-Tech board, showcasing strong anti-cyclical capabilities and performance resilience amid increasing global tech competition [2] - As of July 31, 2025, the top ten weighted stocks in the Sci-Tech 50 index accounted for 54.71% of the index, indicating a concentrated market structure [2] Group 2 - The recent surge in the technology sector is attributed to two main factors: the opening of overseas computing power stocks and ongoing developments in the AI industry, which support the domestic substitution logic [1] - The technology growth style remains strong, although there may be short-term pullback pressures after recent gains; however, the long-term outlook for technological innovation remains positive due to continuous policy support [1] - The companies within the Sci-Tech 50 index are focused on their core operations, demonstrating resilience and adaptability in their respective fields [2]