Group 1 - Cross-border payment platform officially launched on June 22, enabling interconnectivity between mainland China and Hong Kong's rapid payment systems, leading to an increase in cross-border payment concept stocks and a nearly 2% rise in software ETF (515230) [1] - Current state of the computer and software development industry is described as relatively chaotic, with products awaiting breakthroughs in large models and further refinement, indicating a theme-driven investment approach influenced by risk appetite [1] - Expectations for improved operating performance in the second half of the year due to base effect, new technologies/products, and policy support, with a focus on the upcoming Q2 earnings disclosures in June and July [1] Group 2 - The software ETF (515230) tracks the software index (H30202), which is compiled by China Securities Index Co., Ltd., selecting listed companies involved in software development and information technology services to reflect the overall performance of the software industry [2] - The index serves as an important barometer for China's software industry, with constituent stocks exhibiting significant technological attributes and growth characteristics, effectively measuring the level of technological innovation and market development in the domestic software sector [2]
跨境支付概念股涨幅扩大,软件ETF(515230)涨近2%
Mei Ri Jing Ji Xin Wen·2025-06-23 06:13