软件ETF（515230）涨超2.0%，AI技术变革驱动行业估值重塑

Group 1 - Huawei is building a full-stack AI competitiveness through soft and hard collaboration, transitioning from industry SOTA models to self-developed Ascend hardware tailored model architectures [1] - The Pangu Pro MoE adopts a mixture of experts (MoGE) architecture to address load imbalance issues, while Pangu Ultra MoE optimizes system-level adaptation for Ascend hardware [1] - The new AI infrastructure CloudMatrix constructs a distributed high-speed memory pool via a unified bus (UB) network, reducing cross-node communication discrepancies and supporting software innovations like PDC separation architecture [1] Group 2 - The software ETF (515230) tracks the software index (H30202), which selects listed company securities involved in software development, system integration, and internet services to reflect the overall performance of the software industry [1] - The index components cover application software, system software, and other segments within the information technology field, showcasing the technological innovation capability and market growth potential of software service companies [1] - Investors without stock accounts can consider the Guotai Zhongzheng All-Index Software ETF Connect A (012636) and Guotai Zhongzheng All-Index Software ETF Connect C (012637) [1]