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软件ETF(515230)涨超1.3%,RISC-V产业活力与AI算力发展受关注
Mei Ri Jing Ji Xin Wen·2025-07-23 06:00

Group 1 - The successful hosting of the RISC-V China Summit highlights China's leading position and industrial vitality in the field, with China expected to contribute over half of the global RISC-V shipment volume in 2024, showing significant breakthroughs in high-performance computing, AI, and automotive electronics [1] - On a global scale, RISC-V applications are extending into multiple fields, with an expected shipment volume exceeding 20 billion units by 2031 [1] - The resumption of NVIDIA's H20 exports to China will alleviate losses caused by export restrictions and support the development of the domestic AI computing power industry chain [1] Group 2 - The global first AI agent safety testing standard, AI STR series, fills a gap in the industry and lays a solid safety foundation for the development of the AI agent ecosystem, which is expected to accelerate the implementation of AI development domestically [1] - 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 IT services from the A-share market to reflect the overall performance of related listed companies in China's software industry [1] - The software index exhibits significant growth potential and technology-driven characteristics, with industry allocation primarily concentrated in the computer application and service sectors [1]