20cm速递|科创综指ETF国泰（589630）涨超2%，流动性驱动科技主线

Group 1 - The core viewpoint of the article highlights that the TMT sector is likely to be a main focus in the current liquidity-driven market, with several catalysts present, such as Alibaba's introduction of a more efficient Qwen3-Next AI model and a significant increase in Oracle's remaining performance obligations (RPO) [1] - The article mentions that if the market shifts towards a fundamentals-driven approach, advanced manufacturing should be closely monitored, particularly with companies like Yushu Technology actively preparing for an IPO [1] - The military industry is expected to gain market attention as the "14th Five-Year Plan" approaches, while the power equipment sector is seeing frequent catalysts related to solid-state batteries [1] Group 2 - The article discusses the performance of the Science and Technology Innovation Index ETF Guotai (589630), which has risen over 2% [1] - The ETF tracks the Science and Technology Innovation Index (000680), which has a maximum fluctuation limit of 20% and reflects the overall performance of eligible listed companies on the Science and Technology Innovation Board [1] - The index covers a balanced distribution of different market capitalizations and industries, primarily including semiconductors, power equipment, machinery manufacturing, and pharmaceuticals [1]