20cm速递|关注科创综指ETF国泰（589630）投资机会，科技主线获资金关注

Group 1 - The market trading focus is concentrated in the technology sector, with strong performance in the semiconductor and domestic computing power sectors [1] - Moer Thread's stock surged 468% on its debut in the Sci-Tech Innovation Board, briefly exceeding a market capitalization of 300 billion, activating the semiconductor industry chain and reshaping valuations of leading computing power companies [1] - Policy signals are expected to focus on structural optimization and stable growth, with core directions in the technology chain (such as robotics, storage, consumer electronics) likely to benefit from improved liquidity and a rebound in risk appetite [1] Group 2 - The Guotai Sci-Tech Innovation Index ETF (589630) tracks the Sci-Tech Innovation Index (000680), with a daily fluctuation exceeding 20%, covering approximately 97% of the market capitalization of all eligible listed companies on the Sci-Tech Innovation Board [1] - The index includes a balanced industry allocation, with a high proportion of hard technology sectors such as electronics and biomedicine, reflecting the overall performance of high-growth and innovative companies on the Sci-Tech Innovation Board [1]