领涨软件类赛道超额0.6个百分点，创业板软件ETF华夏（159256）持仓股东方国信20CM涨停

Group 1 - The Shanghai Composite Index has risen again, stabilizing above 3600 points, with the ChiNext Software ETF (159256) seeing significant gains, particularly in stocks like Dongfang Guoxin, which hit the 20% daily limit up [1] - The ChiNext Software ETF (159256) has outperformed other software-related products by 0.6 percentage points, reflecting its status as the most elastic software ETF in the market, driven by the high growth attributes of the software sector [1] - The software industry plays a crucial role in the AI industry chain, providing essential technology support and application implementation, with a focus on AI frameworks, development platforms, and algorithm models in the midstream technology layer [1] Group 2 - According to Minsheng Securities, the holding ratio of the computer sector in funds is approximately 2.52% as of Q2 2025, slightly down from the previous quarter and at a historical low [2] - Leading companies in the AI direction still occupy the top 10 by market capitalization, while the financial technology sector has seen significant increases in holdings [2] - The concentration of industry holdings has decreased, with the top ten companies accounting for 60.44% of market capitalization, indicating potential for increased investment in the AI-focused computer industry due to national policy support and technological advancements [2]