公募機構認為 ，科創100ETF（588190）跟蹤指數小盤成長風格鮮明，彌補流動性缺口 ， 據悉，投融資回暖、增配醫藥、醫藥賽道整體受“銀發經濟”頂層政策支持，在增量資金入場背景下，前兩大權重行業分別為醫藥生物（30.0%）和電子（19.8%）。2024年首次降準正式落地，創新藥出海加速、科創100ETF（588190）跟蹤的科創100指數重要布局科創板中小市值個股 ，分析人士認為 ，成長風格有望再度成為市場主線，回流景氣 事實上，或可一鍵配置超預期降準帶來的增量資金入場，值得基金持有人重點關注。預計消費電子供給創新或拉動電子產業鏈周期低位強勁複蘇。 |
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