迎接科技新周期：博时上证科创板100ETF投资价值分析

Group 1: Investment Value of the Sci-Tech Innovation Board - The Sci-Tech Innovation Board is experiencing significant reforms that will accelerate technological breakthroughs in core sectors, transitioning the capital market from a "blood transfusion" model to a "blood production" model [9][10] - The macroeconomic recovery is ongoing, with a notable increase in social retail sales, which rose by 6.4% year-on-year in May, benefiting from the release of new policies [11][12] - The semiconductor industry is on an upward trend driven by AI competition and domestic substitution, with a significant increase in demand for high-performance computing chips [16][17] Group 2: Investment Value Analysis of the Sci-Tech 100 Index - The Sci-Tech 100 Index selects 100 medium-sized and liquid securities from the Sci-Tech Innovation Board, reflecting the overall performance of different market capitalizations [20][21] - The index focuses on sectors such as electronics, pharmaceuticals, and computing, with an expected average revenue growth rate of approximately 24.88% and a net profit growth rate of 270% for 2025 [26][27] - The index has shown strong performance, with a return of 11.77% year-to-date, outperforming other indices like the Sci-Tech Comprehensive Index and the CSI 300 [20][34] Group 3: Analysis of the Bosera Sci-Tech Innovation Board 100 ETF - The Bosera Sci-Tech Innovation Board 100 ETF, with the code 588030, was launched on September 15, 2023, and aims to closely track the performance of the Sci-Tech 100 Index [38][39] - Bosera Fund Management has extensive experience in managing ETF products, overseeing 54 ETFs with a total scale exceeding 160 billion yuan as of June 30, 2025 [40][41] - The ETF is designed to minimize tracking deviation and tracking error, providing investors with a reliable passive investment tool [38][39]