我国AI算力市场持续高景气，软件ETF(159852)有望受益，近10日累计“吸金”7.88亿元

Group 1 - The software service index decreased by 0.80% as of August 5, 2025, with mixed performance among constituent stocks [1] - The leading stocks included Zhongke Xingtong up by 2.76%, Guanglian Da up by 1.58%, and Guolian Co. up by 0.93%, while Yonyou Network led the decline [1] - The software ETF (159852) underwent a downward adjustment [1] Group 2 - The software ETF had a turnover rate of 2.45% and a transaction volume of 126 million yuan, ranking first among comparable funds in terms of average daily transaction volume over the past week [4] - Over the past two weeks, the software ETF's scale increased by 708 million yuan, also ranking first among comparable funds [4] - In the last ten trading days, there were net inflows on six days, totaling 788 million yuan [4] Group 3 - The State Council approved the "Artificial Intelligence +" action plan, emphasizing the promotion of AI applications across various sectors and leveraging China's advantages in industrial systems and market scale [4] - Ping An Securities noted that the competition in the global AI large model field remains intense, with the international competitiveness of domestic open-source models and AI applications continuously improving [5] - The top ten weighted stocks in the software service index accounted for 61.39%, with stocks like iFlytek, Kingsoft Office, and Tonghuashun leading the list [5][7]