Group 1 - The core viewpoint emphasizes that technological innovation is one of the main investment themes, driven by significant global changes and a shift in domestic economic fundamentals towards new productive forces [1] - Key areas of focus include artificial intelligence, embodied intelligence, new energy, controllable nuclear fusion, quantum technology, and aerospace, particularly within the context of the "14th Five-Year Plan" [1] - Short-term attention is directed towards sector rotation and opportunities for rebound among sub-sectors, with notable performance in technology growth sectors [1] Group 2 - The ChiNext 100 ETF (588120) tracks the ChiNext 100 Index (000698), which has a daily price fluctuation limit of 20%, selecting 100 securities with larger market capitalization and better liquidity from the ChiNext market [1] - The index encompasses various high-tech fields, including information technology and healthcare, aiming to reflect the overall performance of representative technology innovation enterprises in the ChiNext market [1] - The index focuses on a technology growth style allocation, highlighting the strong performance of technology growth sectors [1]
20cm速递|科创板100ETF(588120)回调超4%,连续5日迎净流入,科技主线依然具有延续性
Mei Ri Jing Ji Xin Wen·2026-02-02 07:02