科创板100ETF（588120）涨超1.2%，科技板块中长期逻辑获多重验证

Group 1 - The core viewpoint is that the long-term logic of the technology sector remains validated, with the TMT sector showing superior profit growth compared to the overall A-share market, similar to previous years like 2013, 2015, and 2020-2021 [1] - The current global technology cycle is supported by significant capital expenditure expansion from major global tech giants, which is a key driver for the technology sector [1] - The commercial aerospace sector is entering a new phase with low-orbit satellite constellations becoming a new battleground for major powers, transitioning from an "investment incubation period" to a "profit realization period" [1] Group 2 - The oil and chemical industry is experiencing a restructuring of supply dynamics due to "anti-involution" policies, alongside a reduction in capital expenditure and emerging demand driving an upward cycle in industry prosperity [1] - The rise in non-ferrous metal prices is attributed to a combination of macroeconomic conditions, industry fundamentals, capital allocation, and geopolitical factors, leading to a historic mismatch between supply and demand in emerging industries [1] - The Science and Technology Innovation Board 100 ETF (588120) tracks the Science and Technology 100 Index (000698), which includes 100 mid-cap securities from the Science and Technology Board, reflecting the overall performance of mid-cap securities in the technology sector [2]