计算机ETF（512720）昨日净流入额超1亿元，AI驱动行业增长获资金关注

Group 1 - The State-owned Assets Supervision and Administration Commission emphasized planning major projects aligned with national strategic needs to strengthen the role of the state-owned economy [1] - In Q1 2025, China's software business revenue reached 31,479 billion yuan, a year-on-year increase of 10.6%, with information technology services accounting for 66.1% of the total revenue [1] - The domestic foundational large model industry landscape is becoming clearer, with competition intensifying and market concentration likely to increase [1] Group 2 - The AI industry is shifting its focus from large models and computing power to the implementation of Agents, although foundational large model capabilities remain crucial for determining the potential of Agents [1] - The third quarter of 2025 is expected to see a concentrated rollout of Agents, particularly in vertical applications within finance and healthcare sectors [1] - The Computer ETF (512720) tracks the CS Computer Index (930651), which reflects the overall performance of representative listed companies in the software development and information technology services sectors [1]