软件ETF（515230）涨超1.0%，持仓低位或存修复空间

Group 1 - The software ETF (515230) increased by over 1% on July 29, indicating positive market sentiment towards the software sector [1] - According to Minsheng Securities, the proportion of holdings in the computer sector for funds is approximately 2.52% as of Q2 2025, showing a slight decrease from the previous quarter and remaining at a historical low [1] - Leading companies in the AI sector are prioritized in holdings, with a notable increase in the financial technology sector [1] Group 2 - The concentration of holdings in the computer industry has decreased, with the number of computer companies among the top ten holdings dropping to 191 from 197 in the previous quarter [1] - The top ten companies by market value account for 60.44% of the holdings, indicating a significant concentration in a few key players [1] - With the support of national industrial policies and the development of the AI industry, there is potential for further increases in AI-focused computer holdings [1] Group 3 - The software ETF (515230) tracks the software index (H30202), which primarily selects securities from companies engaged in software development, sales, and services [1] - The index constituents exhibit significant growth and innovation characteristics, reflecting the overall market performance of publicly listed software companies [1] - Investors without stock accounts can consider the Guotai Zhongzheng All-Index Software ETF Connect A (012636) and C (012637) for exposure to the software sector [1]