科创板100ETF（588120）跟踪的是科创100指数（000698），单日涨跌幅限制达20%，该指数从科创板 中选取市值较大、流动性较好的100只证券作为指数样本，覆盖了新一代信息技术、生物医药、新材料 等多个高新技术领域，以反映中国科技创新企业的整体表现和发展趋势。 （文章来源：每日经济新闻） 1月9日，科创板100ETF（588120）涨超1.6%，资金面看，昨日净流入超5000万元，科技行业占优条件 依然未变 开源证券指出，科技行业在当前市场环境下占优条件依然未变，积极因素主要集中在科技领域。科技中 长期占优的条件包括：①TMT板块相对全A的盈利增速开始占优，类似2013、2015、2020-2021年的情 况；②海外映射是本轮科技主线的重要驱动力，全球科技巨头资本支出周期的扩张为产业链带来基本面 支撑；③全球半导体周期共振上行，目前正处于2023年底启动的新一轮上行初期。 ...

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]

Group 1 - The core viewpoint of the article highlights a significant inflow of capital into the semiconductor equipment sector, with the semiconductor equipment ETF (159516) seeing a net inflow of 21 million units and over 120 million yuan in the past five days, indicating strong investor interest in semiconductor assets [1] - From a macro perspective, the domestic production and self-sufficiency of chips remain the main development line, despite temporary easing in US-China relations and Nvidia's H20 supply recovery, the potential risks of being constrained by key technologies should not be overlooked [1] - The semiconductor equipment ETF tracks the semiconductor materials and equipment index (931743), which includes listed companies involved in semiconductor materials and equipment manufacturing, reflecting the level of domestic semiconductor industry's self-sufficiency in core materials and equipment [1] Group 2 - The index components cover critical upstream areas of the semiconductor industry chain, including silicon wafers, photoresists, and etching machines, indicating a focus on enhancing the domestic production rate of computing chips [1] - Investors without stock accounts can consider the Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETF Initiated Link C (019633) and A (019632) for exposure to this sector [1]