20cm速递|关注科创综指ETF国泰(589630)投资机会,科技板块受重磅会议提振
Mei Ri Jing Ji Xin Wen·2025-12-16 05:47

Group 1 - The central economic work conference has led to a noticeable boost in the technology sector, with a focus on structural adjustments in domestic demand, consumption, and "anti-involution" potentially bringing about market rotation in the medium to long term [1] - The technology sector, including robotics, nuclear power, small satellites, and rare earths, is expected to be a key direction for the spring market next year, with investors showing a strong optimistic attitude towards this sector [1] - The market may maintain volatility in the short term, but the technology sector could present structural opportunities due to policy support and capital inflows [1] Group 2 - The Guotai ETF (589630), which tracks the Sci-Tech Innovation Index (000680), experienced a daily fluctuation of 20%, covering 97% of the listed companies on the Sci-Tech Innovation Board with over 560 constituent stocks [1] - The Sci-Tech Innovation Index has a balanced industry allocation and aims to reflect the overall performance of the Sci-Tech Innovation Board, particularly focusing on the growth and innovation of technology enterprises [1]