科技成长有望成为行情突破的胜负手,持续关注科创板50ETF(588080)等产品布局机会
Sou Hu Cai Jing·2025-12-01 10:33

Core Viewpoint - The technology sector is expected to lead the market amidst a backdrop of national strategic competition, with a focus on self-reliance and the development of new productive forces, supported by favorable policies and potential monetary easing from the Federal Reserve [1]. Group 1: Market Performance - The STAR Market 50 Index rose by 0.7%, the STAR Growth Index increased by 0.5%, and the STAR Composite Index went up by 0.3%, while the STAR 100 Index saw a slight decline of 0.04% [1]. Group 2: Industry Outlook - According to a report from Industrial Securities, the emphasis on technological self-reliance and the development of new productive forces will remain a priority in the context of high-quality domestic transformation [1]. - The upcoming policy direction towards the end of the year is expected to maintain the focus on industry and technology, aligning with the key tasks outlined in the 14th Five-Year Plan [1]. Group 3: Economic Factors - The anticipated easing measures from the Federal Reserve, along with a favorable shift in risk appetite due to a fundamental vacuum period, are expected to boost the technology growth sector, which is seen as a critical factor in driving the current market rally [1].