（文章来源：每日经济新闻） 科创板100ETF（588120）跟踪的是科创100指数（000698），涨跌幅达20%，该指数从科创板市场中选 取市值较大、流动性较好的100只证券作为指数样本，覆盖了新一代信息技术、生物医药、新材料等多 个高新技术产业和战略性新兴产业领域，以反映科创板市场中优质企业的整体表现。 没有股票账户的投资者可关注国泰上证科创板100ETF发起联接A（019866），国泰上证科创板100ETF 发起联接C（019867）。 申万宏源证券指出，2025Q2科创板量价修复明显，利润和收入改善显著，剔除光伏口径下利润增速已 回正至14.4%，营收增速上升至12.5%。科创板ROE较2025Q1回升0.2个百分点，剔除光伏则回升0.4个百 分点至3.1%，毛利率和盈利能力边际改善。科创板收入增速和ROE的回升反映出结构性修复特征，此 外，海外收入占比提升至13.4%的历史新高，出口链公司业绩波动放大，而内需类公司改善趋势延续。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数 ...

科创板100ETF（588120）跟踪的是科创100指数（000698），单日涨跌幅可达20%。该指数从科创板市 场中选取市值较大、流动性较好的100只证券作为指数样本，覆盖了新一代信息技术、生物医药、新材 料等高科技领域，以反映科创板市场内具有代表性的科技创新企业证券的整体表现。 没有股票账户的投资者可关注国泰上证科创板100ETF发起联接A（019866），国泰上证科创板100ETF 发起联接C（019867）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相 匹配的产品。基金有风险，投资需谨慎。 每日经济新闻 中原证券指出，近期宽基指数中科创100表现活跃，科技成长风格占优，通信（+7.66%）、电子 （+7.02%）等行业领涨，反映市场对科技创新领域的关注度提升。行业估值方面，电子板块市盈率达 53.13倍，处于历史较高水平，显示资金对人工智能等硬科技方向的持续配置。同时，政策 ...

Group 1 - The recent performance of the broad-based index, the Sci-Tech Innovation 100, has been active, with the communication sector rising by 7.66% and the electronics sector by 7.02%, indicating strong market interest in technology innovation [1] - The artificial intelligence theme index has shown significant gains, reflecting an increase in the prosperity of the technology industry [1] - Support from the central bank's structural monetary policy for technology innovation and fiscal interest subsidy policies for key consumption areas are expected to further release demand in the technology industry chain [1] Group 2 - The Sci-Tech Innovation 100 ETF (588120) tracks the Sci-Tech Innovation 100 index (000698), which can have a daily fluctuation of up to 20% [1] - The index selects 100 securities with larger market capitalization and better liquidity from the Sci-Tech Innovation board, representing the overall performance of technology innovation companies [1] - The constituent stocks of the index are primarily distributed in high-tech industries such as information technology, biomedicine, and new energy, effectively reflecting the development trend of China's technology innovation enterprises [1]

Group 1 - The core viewpoint is that the Sci-Tech Innovation 100 Index has shown outstanding performance among major broad-based indices, with a recent increase of 7.32%, ranking it among the top in terms of growth [1] - The current market is characterized by high prosperity investment, with growth style indices such as small-cap growth (5.07%) and Guozheng Growth (3.75%) leading the gains, indicating a preference for technology growth sectors [1] - The technical model indicates that the risk level of the Sci-Tech Innovation 100 Index is at 105.61, suggesting it is in an overbought state, but the medium-term trend remains upward [1] Group 2 - Market sentiment is exuberant, resembling the high prosperity investment environment of 2019-2020, with a continued structural market trend and capital rotation within sectors [1] - The technology-related sectors, such as telecommunications (7.66%) and electronics (7.02%), have shown significant gains, further confirming the activity level in the Sci-Tech field [1] - The Sci-Tech Innovation 100 ETF (588120) tracks the Sci-Tech Innovation 100 Index (000698), which can have a daily price fluctuation of up to 20% [1]

国投证券指出，基于产业逻辑的科技科创领域（如创业板指、科创100等）将成为流动性牛市中最 受益的方向，其估值处于历史30%分位以下且业绩增长在宽基指数中占据优势。中长期来看，十五五规 划中科技创新和高端制造业或将成为政策鼓励方向，特别是在AI、创新药、新消费和出海领域形成"新 叙事"。科技科创领域有望迎来系统性机会。短期来看，具备产业逻辑的科技科创类资产（如创新药、 AI）在结构排序中位居前列。 科创板100ETF（588120）跟踪的是科创100指数（000698），单日涨跌幅可达20%。该指数从科创 板中选取市值适中、流动性较好的100只证券作为样本，侧重反映科创板中盘股的整体表现。指数成分 股覆盖信息技术、生物医药等多个新兴行业，整体具有显著的创新性和成长性特征。 没有股票账户的投资者可关注国泰上证科创板100ETF发起联接C（019867），国泰上证科创板 100ETF发起联接A（019866）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不 ...

注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 （责任编辑：董萍萍 ） 没有股票账户的投资者可关注国泰上证科创板100ETF发起联接A（019866），国泰上证科创板 100ETF发起联接C（019867）。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 消息面上， 2025年8月7日数据显示，科创100指数成分股中百济神州、睿创微纳等企业近期交易活 跃，相关ETF产品规模达34.53亿元。同期科创板并购活跃，建龙微纳收购上海汉兴能源51%股权、泰坦 科技收购ASL100%股权等案例落地。 每日经济新闻 科创板100ETF（588120）跟踪 ...

Group 1 - The core viewpoint of the article highlights that the current valuation of the technology sector is at approximately 50% or below historical levels, with certain segments like semiconductor materials and emerging technologies showing higher valuations compared to their three-year history [1] - The Pacific Securities report indicates that the PB-ROE values for the Sci-Tech 50 and growth style are the lowest, suggesting that investors are paying the least growth premium for these sectors, which implies a higher margin of safety [1] - Recent performance shows that industries such as pharmaceuticals, communications, and media have seen significant gains, while the computer industry has experienced the largest downward adjustment in profit expectations [1] Group 2 - The Sci-Tech 100 ETF (588120) tracks the Sci-Tech 100 Index (000698), which includes 100 securities with larger market capitalization and better liquidity from the Sci-Tech board, covering strategic emerging industries like new-generation information technology and biomedicine [1] - The index can experience daily fluctuations of up to 20%, reflecting the overall performance of leading technology innovation companies in the Sci-Tech board market [1] - Investors without stock accounts are advised to consider the Guotai CSI Sci-Tech 100 ETF Initiated Link A (019866) and Guotai CSI Sci-Tech 100 ETF Initiated Link C (019867) [1]

8月11日，科创板100ETF（588120）涨超1.7%。 没有股票账户的投资者可关注国泰上证科创板100ETF发起联接A（019866），国泰上证科创板 100ETF发起联接C（019867）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 每日经济新闻 （责任编辑：董萍萍 ） 招商证券指出，在当前经济稳定复苏的环境下，市场风险偏好的变化主导市场节奏，流动性驱动仍 是股票市场的主要特点。7月政治局会议强调政策的连续性与稳定性，宏观流动性将继续保持宽松状 态。增量资金层面，当前以融资资金、私募基金及产业/主题ETF等活跃资金为主导，预计景气度较高 相对低位的科技及小盘风格有望占优。从行业表现看，7月市场围绕反内卷涨价和科技主线展开，钢 铁、建材、新能源等顺周期板块与创新药、通信、电子等科技领域领涨。8月在中报披露期，科技成长 和小盘风格或延续优 ...

Group 1 - The current long-term interest rate decline is slowing down, and domestic and international disturbances are turning positive, which, along with policies like "anti-involution," is conducive to capacity clearing, improved competition patterns, and inflation recovery [1] - New growth drivers such as AI (computing power), Hong Kong internet, innovative pharmaceuticals, new consumption, and new energy vehicles are entering their respective cyclical turning points, providing conditions for undervalued large-cap growth and the return of "intermediate assets" to excess effectiveness [1] - The performance of broad-based indices represented by the ChiNext Index and technology innovation is likely to be superior and sustainable in the third quarter, with valuations below the historical 30th percentile and earnings growth dominating among broad-based indices [1] Group 2 - The Science and Technology Innovation Board 100 ETF (588120) tracks the Science and Technology Innovation 100 Index (000698), which can have a daily price fluctuation of up to 20%. This index selects 100 securities with larger market capitalization and better liquidity from the Science and Technology Innovation Board, covering high-tech industries and strategic emerging industries [1] - Investors without stock accounts can consider the Guotai CSI Science and Technology Innovation 100 ETF Initiated Linkage C (019867) and Guotai CSI Science and Technology Innovation 100 ETF Initiated Linkage A (019866) [1]

Group 1 - The core viewpoint emphasizes the need for deepening reforms to stimulate the vitality of multi-level markets, particularly through the implementation of measures for the Sci-Tech Innovation Board and a comprehensive package of reforms for the Growth Enterprise Market [1] - The underwriting scale of Sci-Tech bonds has significantly increased, with 68 securities firms acting as lead underwriters, collectively underwriting 381.39 billion yuan in the first half of the year, representing a year-on-year increase of over 50%, indicating strong support from the capital market for technological innovation [1] - The new regulations for the Sci-Tech Innovation Board and the Growth Enterprise Market are being steadily implemented, enhancing the inclusiveness of the capital market and better supporting the financing needs of early-stage growth companies [1] Group 2 - The Sci-Tech Innovation Board 100 ETF (588120) tracks the Sci-Tech 100 Index (000698), which can fluctuate by up to 20% in a single day, selecting 100 securities with larger market capitalization and better liquidity from the Sci-Tech Innovation Board, covering various high-tech fields such as information technology, biomedicine, and new materials [1] - Investors without stock accounts can consider the Guotai CSI Sci-Tech Innovation Board 100 ETF Initiated Link A (019866) and Guotai CSI Sci-Tech Innovation Board 100 ETF Initiated Link C (019867) [1]