20cm速递丨科创创业ETF(588360)涨超1%,科技自主、国产替代和新质生产力建设有望成为政策主线

Group 1 - The core viewpoint indicates that while the A-share market may face short-term pressure, the overall risk is manageable, and the market focus is expected to return to domestic fundamentals [1] - The policy direction is likely to accelerate the construction of a "self-controllable + internal circulation" system, focusing on key technology breakthroughs, supply chain enhancements, and energy security [1] - Key sectors such as high-end manufacturing, semiconductor equipment, new materials, and new energy are expected to benefit from the policy focus on technological independence and domestic demand-driven growth [1] Group 2 - The Science and Technology Innovation and Entrepreneurship ETF (588360) tracks the Science and Technology Innovation and Entrepreneurship 50 Index (931643), which saw a daily fluctuation of 20%, selecting 50 emerging industry stocks with good liquidity and market capitalization from the Sci-Tech and ChiNext boards [1] - The index samples focus on hard technology and mature innovative enterprises, reflecting the technological barriers and growth performance of China's frontier industries [1]