Group 1 - The core sentiment of the recent meeting held from October 20 to 23 in Beijing emphasizes technological innovation to overcome structural bottlenecks, efficiency reforms to counteract internal competition pressures, and high-quality development for long-term stable growth [1] - The meeting is seen as a starting point for the repricing of industrial structures and a strategic window for medium to long-term investments in technology growth and high-end manufacturing sectors [1] - In the context of the likely non-escalation of the US-Malaysia meeting, the market index is expected to remain strong, with a focus on internal shifts within technology stocks, particularly in AI and anti-internal competition sectors such as polysilicon and photovoltaic components [1] Group 2 - The Hang Seng Technology Index ETF (513180) supports T+0 trading and is driven by a dual focus on "hard technology + new consumption" [2] - The STAR Market 50 ETF (159783) in A-shares targets high elasticity with a focus on popular technology sectors including communication equipment, batteries, and photovoltaic equipment [2]
科技股大爆发,双创板块走强,科创创业50ETF(159783)午后涨近4%