创业板人工智能ETF华夏（159381）业绩比较基准为创业板人工智能指数收益率，管理人为华夏基金管 理有限公司，基金经理为单宽之，成立（2025-03-14）以来回报为52.12%，近一个月回报为-7.61%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 来源：新浪基金∞工作室 10月21日，创业板人工智能ETF华夏（159381）开盘涨0.39%，报1.529元。创业板人工智能ETF华夏 （159381）重仓股方面，中际旭创开盘涨1.74%，新易盛涨0.23%，天孚通信涨0.47%，软通动力涨 0.18%，润泽科技涨0.20%，全志科技涨0.62%，景嘉微跌0.63%，深信服涨1.04%，北京君正涨0.76%， 网宿科技涨0.36%。 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the continuous recommendation of domestic investment opportunities due to increasing external technology controls and the ongoing promotion of domestic innovation policies, indicating a clear trend towards self-sufficiency in key technologies [6][13] - The performance of leading domestic computing companies is showing significant revenue growth, validating the trend of domestic industrial development [7][14] Summary by Sections Weekly Perspective - The report highlights the sustained recommendation of domestic investment opportunities, noting a decline in the CSI 300 index by 2.22% and a 5.61% drop in the computer index during the week of October 13-17, 2025 [5][12] Company Dynamics - Haiguang Information reported a revenue of 40.26 billion yuan for Q3 2025, marking a year-on-year growth of 69.60% and a net profit of 759.99 million yuan, up 13.04% [16] - Cambricon Technologies achieved a revenue of 1.727 billion yuan in Q3 2025, with a staggering year-on-year increase of 1332.52%, and a net profit of 567 million yuan, indicating a strong turnaround [14] Investment Recommendations - Key domestic software companies recommended include Kingsoft Office, Dameng Data, and others, while leading domestic computing companies such as Haiguang Information and Sugon are also highlighted for their growth potential [8][15]

每经AI快讯，10月18日，据软通动力微信公众号，近日，吉林省高速公路集团有限公司（简称 "吉高集 团"）与软通动力签署战略合作协议。软通动力与吉高集团围绕智慧高速建设、智慧化运营管理、交通 数据安全体系搭建等核心方向，正式开启深度合作，旨在以AI技术赋能吉林交通智慧化转型，为交通 强省建设注入新动能。 （文章来源：每日经济新闻） ...

Core Points - Jilin Province Expressway Group Co., Ltd. (referred to as "Jigao Group") has signed a strategic cooperation agreement with Softstone Technology (301236) [1] - The collaboration focuses on key areas such as smart highway construction, intelligent operation management, and the establishment of a traffic data security system [1]

Group 1 - A-share market sees a rise in Huawei Ascend concept stocks, with Changshan Beiming hitting the daily limit up [1] - Tuo Wei Information increases by over 9%, while Runhe Software rises by over 7% [1] - Huiwei Intelligent grows by over 6%, with other companies like Shen Shui Haina, Tianyuan Dike, Softcom Power, and Daily Interaction also experiencing gains [1]

华为昇腾概念股局部异动，常山北明直线涨停，拓维信息、润和软件涨超5%，软通动力、天源迪科拉 升。 ...

10月16日，软通动力盘中下跌2.00%，截至10:33，报50.87元/股，成交4.17亿元，换手率1.04%，总市值 484.76亿元。 机构持仓方面，截止2025年6月30日，软通动力十大流通股东中，易方达创业板ETF（159915）位居第 四大流通股东，持股1466.78万股，相比上期增加22.06万股。香港中央结算有限公司位居第五大流通股 东，持股1321.46万股，相比上期减少113.64万股。华泰柏瑞沪深300ETF（510300）位居第六大流通股 东，持股1004.35万股，为新进股东。易方达沪深300ETF（510310）位居第七大流通股东，持股726.10 万股，为新进股东。华安创业板50ETF（159949）位居第九大流通股东，持股555.51万股，相比上期减 少21.20万股。华夏沪深300ETF（510330）位居第十大流通股东，持股532.45万股，为新进股东。南方 中证500ETF（510500）退出十大流通股东之列。 软通动力所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：数字货币、华为盘古、华 为欧拉、财税信息化、数据要素等。 截至6月30日，软通动力股东户 ...

Core Viewpoint - The U.S. government, led by President Trump, announced a 100% tariff on all Chinese goods starting November 1, along with export controls on key software, which will accelerate the domestic software replacement process in China [2][3]. Group 1: U.S. Trade Measures - The U.S. will impose a 100% additional tariff on all Chinese imports and export controls on key software starting November 1 [2]. - The U.S. measures are seen as a strategic move to pressure China ahead of the APEC summit, with potential implications for negotiations [2][3]. Group 2: China's Response and Industry Impact - China's Ministry of Commerce has implemented export controls on various technologies, including chip production equipment and lithium batteries, which are crucial for modern industries [2][3]. - China is expected to dominate the rare earth industry by 2025, holding 49% of global reserves and 69% of production, making it a critical resource for the U.S. [2][3]. Group 3: Domestic Software Development - The export controls on key software will accelerate the domestic replacement process in China, particularly in the fields of EDA, CAD, CAE, MES, and PLM [3][4]. - The shift towards domestic software is seen as essential due to China's heavy reliance on imported industrial software [3][4]. Group 4: Industrial Digital Transformation - The announcement of using WPS format in government documents marks a significant milestone for domestic software, indicating a breakthrough in the software replacement strategy [4]. - "Lighthouse factories," which utilize advanced technologies for efficiency, are expected to be prioritized in national strategic development plans, driving demand for industrial software [4]. Group 5: Investment Opportunities - Companies in the EDA, industrial software, operating systems, databases, network security, and industry IT sectors are highlighted as potential investment opportunities due to the ongoing shift towards domestic solutions [4]. - Specific companies to watch include: - EDA: Huada Jiutian, Guangliwei, Gai Lun Electronics [4] - Industrial Software: Dingjie Zhizhi, Nengke Technology, Suochen Technology, Zhongwang Software, Zhongkong Technology [4] - Operating Systems: China Software, Ruantong Power, Runhe Software, Chengmai Technology [4] - Databases: Dameng Data, Taiji Co. [4] - Network Security: Deepin Technology, Qilin Security, Sanwei Security, Guotou Intelligent, Qimingxing Chen [4] - Industry IT: Keda Xunfei, Hehe Information, Hengsheng Electronics, Kingsoft Office, Foxit Software, Tuolisi, Tax Friend Shares, Caixun Shares, Dingdian Software, Jiuyuan Yinhai, Jiahe Meikang, Guanglian Da, Kingdee International, Yonyou Network, Fanwei Network, Yuxin Technology, Newland [4].

Group 1: Software ETF Performance - The software ETF has a turnover rate of 7.01% during trading, with a transaction volume of 405 million yuan [1] - The latest scale of the software ETF reached 5.793 billion yuan, marking a one-month high and ranking first among comparable funds [1] - The latest share count of the software ETF is 6.165 billion shares, also a one-month high and leading among comparable funds [1] - Over the past five days, the software ETF has seen continuous net inflows, with a single-day peak of 507 million yuan, totaling 937 million yuan in net inflows [1] - As of October 13, 2025, the software ETF's net value has increased by 26.80% over the past three years [1] - The highest monthly return since inception is 39.35%, with the longest consecutive monthly gains being three months and a maximum increase of 69.40%, averaging a monthly return of 10.06% [1] Group 2: Key Holdings in Software Sector - As of September 30, 2025, the top ten weighted stocks in the CSI Software Service Index include iFlytek, Tonghuashun, Kingsoft Office, Guizhou Compass, Hengsheng Electronics, Runhe Software, 360, Tuo Wei Information, Yonyou Network, and Deepin Technology, collectively accounting for 62.41% of the index [1] Group 3: Industry Outlook - Changjiang Securities emphasizes that achieving complete autonomy and control in key areas is essential for China's technological development, with domestic software systems gradually gaining innovation capabilities [2] - Dongwu Securities anticipates a bidding boom in the domestic innovation sector, with 2025 being a critical year for government initiatives, indicating significant scale [2] - The AI software industry is expected to accelerate its development due to increasing technology restrictions from the U.S. towards China [2]

Group 1 - The 2025 China Mobile Global Partner Conference was held in Guangzhou with the theme "Carbon-Silicon Symbiosis, Co-creating the AI+ Era" [1] - Softcom Power, a strategic partner of China Mobile, showcased its comprehensive strength in empowering industrial transformation through "5G+AI" integration at the conference [1] Group 2 - Softcom Power participated in the "Star Gathering Plan" sub-forum, jointly releasing the "Globalization Practice Guide for Cloud PAD" white paper with China Mobile International [3] - The collaboration aims to enhance international market demand and develop an overseas version of Cloud PAD, providing integrated services from hardware to cloud solutions [3] - The white paper outlines a global development blueprint for products, ensuring robust support for overseas business [3] Group 3 - During the conference, Softcom Power engaged in multiple discussions with China Mobile leaders, receiving high praise for its expertise in 5G product development and AI applications [4] - The collaboration with Hunan Mobile was highlighted, focusing on AI technology development and market implementation [4] Group 4 - Softcom Power showcased its "soft and hard integration" technology at a themed exhibition, presenting a range of products including 5G Cloud PAD and AI pipeline robots [5] - The company demonstrated its capabilities in providing end-to-end support for operators and industry clients through its product matrix [5] Group 5 - Mechanical Revolution presented high-performance laptops that cater to both productivity and gaming needs, emphasizing the strength of "hardcore Chinese manufacturing" [6]