20cm速递|科创板100ETF（588120）涨超1.6%，昨日净流入超5000万元，科技行业占优条件依然未变

Group 1 - The core viewpoint of the article highlights that the technology sector continues to maintain favorable conditions in the current market environment, with significant positive factors concentrated in this field [1] - The TMT (Technology, Media, and Telecommunications) sector is showing superior profit growth compared to the overall A-share market, reminiscent of conditions seen in 2013, 2015, and 2020-2021 [1] - The expansion of capital expenditure cycles by global tech giants serves as a crucial driver for the current technology sector, providing fundamental support for the industry chain [1] - The global semiconductor cycle is currently experiencing an upward trend, entering the initial phase of a new upturn that began at the end of 2023 [1] Group 2 - The Science and Technology Innovation Board 100 ETF (588120) rose over 1.6%, with a net inflow of over 50 million yuan, indicating strong investor interest in the technology sector [1] - The index tracked by the Science and Technology Innovation Board 100 ETF consists of 100 securities selected from the Science and Technology Innovation Board, focusing on large market capitalization and good liquidity, covering high-tech fields such as new-generation information technology, biomedicine, and new materials [1]