20cm速递|科创创业ETF(588360)涨超0.7%,政策与区域布局成市场关注焦点

Group 1 - The technology sector is expected to benefit from policy guidance, with the central economic work conference emphasizing that technological development will be "more entrusted to the market" and focusing on the Beijing-Tianjin-Hebei, Yangtze River Delta, and Guangdong-Hong Kong-Macao regions [1] - Long-term investment in talent development is highlighted, particularly through the promotion of educational and technological talent development programs [1] - The technology sector should pay attention to new demands and employment forms arising from the platform economy, as well as innovations in technology financial services [1] Group 2 - The "Bema Asset" core direction includes technology, especially the trend of AI, which is identified as a key sub-sector in the 14th Five-Year Plan, possessing medium to long-term advantages amid economic transformation and major power competition [1] - The internal structure of the industry may exhibit high rotation characteristics, but the combination of policy support and market mechanisms will enhance the competitiveness of leading enterprises [1] - The Science and Technology Innovation and Entrepreneurship ETF (588360) tracks the Science and Technology Innovation 50 Index (931643), which has a daily fluctuation of 20%, selecting 50 emerging industry stocks with large market capitalization and excellent liquidity from the Science and Technology Innovation Board and the Growth Enterprise Market [1]