生成式AI推动行业基本面向好，软件ETF（515230）盘中涨超1.4%

Group 1 - The core viewpoint is that AI is expected to penetrate deeper into operating system development and foundational technologies, enabling users to create applications with low-code or no-code approaches, thus enhancing software development experiences [1] - The global software market is projected to grow from $737 billion in 2024 to $2 trillion by 2030, with enterprise software and cloud services being the fastest-growing segments, expected to achieve CAGRs of 12.3% and 20.7% respectively [1] - AI will provide a breakthrough path for China in key technology areas such as operating systems and databases, improving R&D efficiency and lowering development barriers, which will accelerate the construction of a self-controlled software and hardware ecosystem [1] Group 2 - The software ETF (code: 515230) tracks the software index (code: H30202), which is compiled by China Securities Index Co., Ltd., reflecting the overall performance of listed companies in the software industry [1] - The index has high growth potential and technical content, with industry allocation primarily concentrated in computer software and services [1] - Investors without stock accounts can consider the Guotai CSI Software ETF Connect A (012636) and Guotai CSI Software ETF Connect C (012637) [1]