计算机ETF（512720）涨超1%，AI有望重塑互联网软件生态结构

Group 1 - The core viewpoint is that AI is reshaping the software development process, heavily relying on large language models (LLMs) and agent capabilities [1] - LLMs are continuously evolving in their ability to convert natural language into code, generating high-quality code, while agents demonstrate stronger execution capabilities in environmental perception, module collaboration, and cross-project scheduling [1] - Current mainstream application scenarios include code generation, vulnerability detection and repair, automated testing, project management, and DevOps and CI/CD management [1] Group 2 - AI is expected to further penetrate lower-level technology fields such as operating system development and assembly, extending to operating systems, infrastructure, and edge devices [1] - This will enable ordinary users to build applications through low-code or even no-code methods, achieving a "what you think is what you get" software development experience [1] - The expansion of software coverage and reduction of development barriers are anticipated to drive explosive growth in demand and reshape the internet software ecosystem [1] Group 3 - The computer ETF (code: 512720) tracks the CS Computer Index (code: 930651), which is compiled by China Securities Index Co., Ltd., selecting listed companies in the computer hardware, software, and services sectors from the Shanghai and Shenzhen markets [1] - This index has strong industry representativeness and style configuration characteristics, effectively reflecting the market trends of the computer sector [1]