软件ETF（515230）上一交易日净流入超1.0亿，行业创新驱动成长预期升温

Core Insights - The AI + office software industry is at a transformative turning point, shifting from tool intelligence to workflow reconstruction, driven by breakthroughs in large model technology [1] - Major international players like Microsoft dominate the high-end market, while domestic companies are rapidly rising due to localized data advantages, policy support, and deep engagement in vertical scenarios [1] - The industry growth engine is fueled by the normalization of online work, deepening digital transformation of enterprises, and the demand for domestic alternatives [1] Technology Developments - Multi-modal interaction, agent technology, and cross-platform integration capabilities are accelerating product innovation in the office software sector [1] - AI Agent technology is evolving office software from efficiency tools to intelligent enterprise hubs, achieving end-to-end operational loops [1] Market Dynamics - The current trend in the industry is towards vertical specialization and ecological integration, with leading companies promoting "AI + tools + business" full-link intelligent collaboration through cross-platform interface encapsulation and business flow integration [1] - Domestic vendors with comprehensive scene integration capabilities and accumulated know-how in vertical fields are expected to continue expanding their competitive advantages under policy empowerment and substitution opportunities [1] Investment Insights - The software ETF tracks a software index compiled by China Securities Index Co., which selects listed companies involved in software development and IT services from the Shanghai and Shenzhen markets [1] - This index exhibits high growth potential and technological orientation, making it suitable for investors focusing on technological innovation and information development [1]