Group 1 - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have issued the "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry 2025-2026," which emphasizes strengthening efforts in CPU, high-performance AI servers, and hardware-software collaboration, as well as conducting adaptability testing for AI chips and large models [1] - Zhongtai Securities indicates that with the anticipated launch of the "14th Five-Year Plan" centered on "new quality productivity" in October, the mid-term logic for the technology sector remains solid; any adjustments in September should be viewed as strategic opportunities for mid-term investments in technology [1] - The Sci-Tech Innovation Board 50 Index, composed of 50 stocks with large market capitalization and good liquidity, features significant "hard technology" leaders; the corresponding Sci-Tech Innovation Board 50 ETF (588080) has seen an increase of over 13 billion yuan in scale this year [1] Group 2 - From the historical performance of the product, the Sci-Tech Innovation Board 50 ETF has achieved a tracking error control effect that ranks among the best, with a 0.43% excess return from early 2024 to the end of August this year, leading among comparable products [1]
电子信息制造业重磅文件出炉，关注科创板50ETF（588080）等产品配置价值
Mei Ri Jing Ji Xin Wen·2025-09-04 07:45