科创综指ETF国泰（589630）跟踪的是科创综指（000680），最大涨跌幅为20%，该指数从科创板选取 全部符合条件的上市公司证券作为样本，以反映科创板证券的整体表现。该指数覆盖不同市值的证券， 行业分布均衡，主要涵盖半导体、电力设备、机械制造和医药等领域。 （文章来源：每日经济新闻） 10月9日午后，科创综指ETF国泰（589630）涨超2.8%。 光大证券指出，流动性驱动行情下，TMT板块更容易成为主线，本轮或许也会如此。TMT板块当前存 在较多催化，例如阿里巴巴推出更高效的Qwen3-Next人工智能模型、甲骨文剩余履约义务（RPO）大 幅增长等，自身也存在上行动力。若行情转向基本面驱动，考虑到当前行情或正处于中期，先进制造值 得重点关注，机械设备方面宇树科技积极推进IPO筹备工作，军工行业随着"十五五"规划临近市场预期 可能升温，电力设备方面固态电池催化频现。10月行业配置方面，或可关注电子、电力设备、通信、传 媒、机械设备等。 ...

Group 1 - The core viewpoint is that the continuous deepening of the reforms in the Sci-Tech Innovation Board and the Growth Enterprise Market effectively supports technological innovation, with a projected 17.2% year-on-year increase in net profit for the securities industry by 2025 [1] - The expected financing scale for IPOs and additional issuances is projected to increase by 15% and 612% year-on-year respectively, indicating a marginal recovery in the primary market [1] - The People's Bank of China plans to revise the rules for the Renminbi Cross-Border Payment System, simplifying the access process to adapt to the development of CIPS, which will benefit regional banks and cross-border banks with mature international businesses [1] Group 2 - The Sci-Tech Innovation Board serves as an important platform for technological innovation, with the dual promotion of issuance system reforms and active trading expected to sustain the demand for related financial services [1] - The Guotai ETF tracking the Sci-Tech Innovation Index can experience daily fluctuations of up to 20%, reflecting the overall market dynamics and investment value of the listed companies in the Sci-Tech Innovation Board [1]