2026年首个交易日，科创板块表现亮眼，强势拉升领涨市场。截至发稿，科创50ETF富国 （588940）盘中涨幅达3.91%，科创综指ETF富国（589600）盘中涨幅达3.18%。 Wind数据显示，2025年科创综指以全年上涨46.3%的成绩交出硬核答卷，大幅领跑市场，远超上证 指数、沪深300等主要宽基指数；科创50指数成分股2025年前三季度营收同比增长12.5%，净利润同比 增长15.2%，硬科技企业盈利景气度持续提升。 研究机构表示，2026年开年，商业航天、AI、脑机接口、核聚变等众多新兴产业突破不断，实现 行业开门红。展望2026年全年，"十五五"正式规划落地在即，新质生产力（新兴+未来产业）将成为主 要发展方向之一，完善的发展规划有望下发，叠加行业自身的高速技术及资本进展，共同推动相应产业 进入高景气阶段。 （责任编辑：张晓波 ） 【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 科创综指 ...

Group 1 - A-shares experienced a significant rebound, with the Shanghai Composite Index recovering above 3900 points, driven by strong performance in the technology growth sector, particularly in CPO, PCB, memory chips, photolithography machines, and other popular technology tracks [1] - The STAR Market and ChiNext indices saw impressive gains, with the STAR Composite Index and STAR 50 Index rising by 2.52% and 2.87% respectively [1] - The Kweichow Moutai ETF (588940) surged over 3% in the afternoon, with a cumulative increase of over 43% since its listing on June 3 this year [1] Group 2 - As of now, 140 A-share listed companies have released their Q3 earnings forecasts, with 117 companies expecting positive results, representing approximately 83.57% [1] - The semiconductor, artificial intelligence, consumer electronics, and telecommunications sectors continue to show strong performance based on Q3 reports and forecasts [1] - The Kweichow Moutai ETF (588940) closely tracks the STAR 50 Index, consisting of 50 securities with large market capitalization and strong liquidity, with the top three sectors being semiconductors (66.8%), medical devices (5.5%), and photovoltaic equipment (3.9%) [2]

Core Insights - The market has seen a significant surge in high-elasticity varieties, with aggressive capital dominating the trading landscape, particularly in the technology sector [1] - Major indices on the Shanghai Stock Exchange, such as the Sci-Tech Innovation Growth Index and the Sci-Tech 2000 Index, have risen over 3%, with the Sci-Tech Composite Index increasing by 2.70% [1] - The performance of related ETFs has been strong, with the Sci-Tech 50 ETF and the Sci-Tech Composite Index ETF rising by 2.85% and 2.50% respectively, while the Double Innovation 50 ETF has increased by 2.51% [1] - The Sci-Tech 50 ETF has achieved six consecutive days of gains, with a cumulative increase of 8.25%, and the Double Innovation 50 ETF has risen nearly 12% over the past six days [1] - At the 2025 Lujiazui Forum, high-level discussions included the establishment of a growth tier on the Sci-Tech Innovation Board to support cutting-edge technology companies, particularly in artificial intelligence [1] - According to CITIC Securities, the ongoing implementation of the "1+6" policy and financial support for Sci-Tech initiatives is expected to lead to a rebound in the previously stagnant Sci-Tech Innovation Board since April [1]