多家研究机构指出，本轮A股上涨主要得益于市场对"春季躁动"行情的乐观预期、资金对科技主线的集 中布局。2026年开年以来，政策层面持续强调以科技创新引领发展，且市场流动性环境宽松，保险资金 等机构增量资金入市预期较强，共同推动以科创板、创业板为代表的科技成长板块。 科创200ETF富国（589780）、科创100ETF富国（589950）聚焦科创板中的中小市值股票，网罗"专精特 新"小巨人，成长动能突出，20CM高弹性特征凸显。 本轮"春季躁动"行情中，科技成长风格显著走强，中小盘股强势领跑。科创200ETF富国（589780）、 科创100ETF富国（589950）盘中涨幅一度分别达到3.21%、2.19%，创业板200ETF富国（159571）涨至 2.37%。 相关标的指数成分股中，易点天下、信科移动-U实现20CM涨停，众多科技、军工、医药生物板块个股 斩获5%以上涨幅。 （文章来源：每日经济新闻） ...

Core Insights - The A-share market saw a significant rebound on November 6, with all three major indices rising, particularly in the technology growth sector, where the Sci-Tech 50 Index surged by 3.74% and the Sci-Tech Chip Index increased by nearly 5% [1] - The semiconductor sector, especially stocks like Cambricon, Haiguang Information, and SMIC, showed strong performance, with over 80% of the component stocks in the Sci-Tech 50 ETF in the green [1] - Analysts suggest focusing on two main areas: the semiconductor supply chain benefiting from eased export restrictions and the commercialization of AI applications driven by technological breakthroughs [1] Industry Summary - The Sci-Tech 50 ETF closely tracks the Sci-Tech 50 Index, consisting of 50 high market-cap and liquid securities from the Sci-Tech board, with the semiconductor sector making up 65.5% of the index [2] - The index's top three sectors also include medical devices (5.3%) and photovoltaic equipment (4.6%), aligning well with the development of domestic chips, artificial intelligence, and robotics [2]