计算机ETF（512720）涨超1.2%，技术迭代与政策驱动或成行业双主线

Group 1 - The core viewpoint of the news highlights the significant advancements in AI applications and financial technology, marking a pivotal moment in the software revolution, with AI applications being the central theme for the future [1] - The computer industry is experiencing rapid market expansion driven by factors such as domestic innovation and policy support, although competition remains intense in areas like databases and operating systems [1] - The domestic computer industry is improving its market share year by year due to the push for localization policies, despite still lagging behind foreign giants in product performance and ecosystem [1] Group 2 - The Computer ETF tracks the CS Computer Index, which is compiled by China Securities Index Co., selecting listed companies in the software development, IT services, and hardware manufacturing sectors to reflect the overall performance of China's computer-related listed companies [1] - The CS Computer Index exhibits high industry concentration and technological orientation, effectively representing the development trends of the Chinese computer industry [1]