科创板50ETF（588080）标的指数率先反弹，机构称市场有效突破还需科技引领

Core Viewpoint - The market showed a mixed performance with major indices opening lower, while the semiconductor and software sectors experienced gains, leading to a rebound in the STAR Market 50 Index [1] Group 1: Market Performance - The STAR Market 50 Index rose by 1.0% as of 10:55 AM, with notable increases in component stocks such as Jinghe Integrated and Kingsoft, which surged over 9%, and SMIC, which rose over 5% [1] - The STAR Market 50 ETF (588080) saw a net inflow of 1.2 billion yuan in the previous trading day, with a year-to-date growth in scale of nearly 17 billion yuan, significantly outpacing similar ETFs [1] Group 2: Industry Insights - According to Shenwan Hongyuan Securities, the current index midpoint is higher compared to the adjustment on April 7, indicating a cumulative market learning effect; however, a sustained adjustment in technology is not expected, and a breakthrough in the overall market is anticipated to wait for technology to lead [1] - A recent national conference on industrial and information technology emphasized the importance of technological innovation in enhancing high-quality supply and promoting the development of key industries such as artificial intelligence to improve core competitiveness and accelerate new industrialization [1] Group 3: Index Composition - The STAR Market 50 Index consists of 50 stocks with large market capitalization and good liquidity from the STAR Market, prominently featuring "hard technology" leaders, with the semiconductor sector accounting for 66% of the index weight [1] - The management fee rate for the STAR Market 50 ETF (588080) is only 0.15% per year, which supports low-cost investment in leading technology companies [1]