超跌及地产政策空窗期是科技行业短周期的以反弹的两个重要条件，科创100ETF(588190)跟踪指数走势占优，微导纳米、芯源微、百奥泰领涨。

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2024年7月17日，科创100指数大幅上涨。盘面上，微导纳米领涨，芯源微、百奥泰跟涨，科创100ETF市场热度较高，过去20个交易日日均成交额达到1.30亿元。海通证券表示，市场情绪的回暖主要得益于政策预期和财税体制改革预期的阶段性发酵。随着7月重要会议的临近，这些预期有望进一步强化，从而提振市场情绪。科技行业短周期重新占优的两个条件是：一是地产政策空窗期，二是市场对于房地产和顺经济周期行业的...

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