Core Viewpoint - The technology sector remains poised for long-term superiority, supported by strong earnings growth, overseas market dynamics, and an upward semiconductor cycle [1]. Group 1: Earnings Growth - The TMT (Technology, Media, and Telecommunications) sector is currently experiencing superior earnings growth compared to the overall A-share market, mirroring characteristics seen before previous technology market rallies in 2013, 2015, and 2020-2021 [1]. Group 2: Overseas Market Dynamics - The current technology sector is benefiting significantly from the expansion of capital expenditure cycles among global technology giants, providing solid fundamental support for domestic related industries [1]. Group 3: Semiconductor Cycle - The global semiconductor industry has entered a new upward cycle since the end of 2023, currently in its early stages, which is expected to sustain the overall optimism for the technology sector [1]. Group 4: ETF Overview - The Sci-Tech Innovation Board 100 ETF (588120) tracks the Sci-Tech 100 Index (000698), which includes 100 securities with larger market capitalization and better liquidity from the Sci-Tech Board, covering high-tech fields such as new-generation information technology, biomedicine, and new materials [1].
20cm速递|科创板100ETF（588120）盘中回调，关注回调布局机会，科技行业仍具备持续占优条件
Mei Ri Jing Ji Xin Wen·2026-01-15 06:47