Group 1 - The software ETF (515230) rose over 1.3% on August 11, indicating positive market sentiment towards the software sector [1] - Debon Securities highlighted that the explosive growth in token processing for large models may lead to a gradual closure of AI business models, with domestic computing power demand expected to rise further [1] - Major overseas companies are experiencing simultaneous growth in performance and capital expenditure, with the computing power industry chain maintaining high prosperity, as companies significantly increase investments in AI infrastructure [1] Group 2 - Meta plans to increase its capital expenditure to between $66 billion and $72 billion by 2025, reflecting the industry's focus on enhancing computing power [1] - The upgrade in computing power is driving improvements in chip bandwidth density and energy consumption density, with liquid cooling and higher-spec optical modules entering a phase of significant performance growth [1] - Domestic policies are supporting AI development, with the "Artificial Intelligence +" initiative approved by the State Council and local governments implementing measures such as issuing computing power vouchers in Shanghai [1] Group 3 - The security issues surrounding Nvidia's computing power chips have accelerated the push for domestic alternatives, with the National Cyberspace Administration having discussions with Nvidia regarding vulnerability risks [1] - The industry is experiencing strong growth driven by technological iterations, policy support, and domestic substitution [1] - The software ETF (515230) tracks the software index (H30202), which selects listed companies involved in application software, system software, and technical services to reflect the overall performance of the software industry [1]
软件ETF(515230)涨超1.3%,AI技术驱动行业变革或成关键因素
Mei Ri Jing Ji Xin Wen·2025-08-11 03:56