20cm速递|创业板50ETF国泰（159375）盘中微跌，政策层面支撑科技成长板块

Group 1 - The policy direction is expected to accelerate the construction of a "self-controllable + internal circulation" system, focusing on key technology breakthroughs, supply chain enhancements, and energy security [1] - The main themes of the policy are anticipated to be technological independence, domestic substitution, and the establishment of new productive forces, benefiting sectors such as high-end manufacturing, semiconductor equipment, new materials, and new energy [1] - Consumer, pharmaceutical, and digital economy sectors driven by domestic demand are likely to show resilience amid economic recovery and policy support [1] Group 2 - The A-share market is characterized by "steady progress and defensive growth," with investment recommendations focusing on the "self-controllable + internal circulation" direction [1] - The Guotai 50 ETF (159375) tracks the ChiNext 50 Index (399673), which has a daily fluctuation of 20%, selecting 50 stocks with large market capitalization and excellent liquidity from the ChiNext market [1] - The index components are highly concentrated in sectors such as power equipment, biomedicine, and electronics, reflecting the core characteristics of "technology + growth" and showcasing the overall performance of innovative and high-growth listed companies in the ChiNext market [1]