“硬三年”后是“软三年”！软件ETF一键布局AI应用大行情

Group 1 - The core viewpoint of the article highlights the strong performance of AI hardware and the potential for software applications to follow suit, driven by recent industry developments and favorable catalysts [2][8][13] - AI hardware stocks, such as Nvidia and leading optical module companies, have shown significant gains, indicating a robust market trend [2][8] - The release of H20 chip regulations and the listing of domestic AI chip companies are expected to enhance AI computing resources in China, paving the way for software applications to thrive [2][15] Group 2 - Historical trends suggest that hardware typically leads software in technology cycles, with the current phase expected to follow this pattern, potentially making software the next focus of the AI market [2][3] - The software index has shown a strong correlation with AI market trends, with notable increases in value during key AI market phases, such as a 48.7% rise from January to early April 2023 [7][8] - The software ETF (159852.SZ) is identified as a suitable investment vehicle for those looking to capitalize on AI application growth, given its focus on leading software companies [9][12] Group 3 - The AI application market in China is projected to grow significantly, with the core industry expected to reach 683.2 billion yuan in 2024, reflecting a year-on-year growth of 28.7% [15] - The structure of the software ETF aligns well with the market's focus on enterprise-level AI solutions, which account for 64% of the industry, indicating a strong potential for future growth [15][16] - Major companies in the AI sector are increasing their R&D investments, suggesting a competitive landscape that will drive further advancements in AI applications [15]