Group 1 - The market focus this week is on the technology sector, with strong performance in the semiconductor and domestic computing power sectors [1] - Moer Thread surged 468% on its debut on the Sci-Tech Innovation Board, briefly exceeding a market capitalization of 300 billion, activating the semiconductor industry chain and reshaping valuations in the computing power sector [1] - The upcoming Central Economic Work Conference may signal policies focused on structural optimization and stable growth, benefiting core areas of the technology chain such as robotics, storage, and consumer electronics due to improved liquidity and increased risk appetite [1] Group 2 - The Guotai Sci-Tech Innovation Index ETF (589630) tracks the Sci-Tech Innovation Index (000680), with a daily fluctuation of 20%, reflecting the overall performance of the Sci-Tech Innovation Board [1] - The index includes stocks from high-tech industries and strategic emerging industries, such as next-generation information technology, biomedicine, new materials, and new energy, showcasing an innovative growth style [1]
20cm速递|关注科创综指ETF国泰(589630)投资机会,科技板块热度或延续
Mei Ri Jing Ji Xin Wen·2025-12-10 06:42