软件ETF（515230）涨超2.8%，计算机板块结构性机会受关注

Group 1 - The AI industry chain, smart driving, domestic substitution, and overseas expansion are experiencing relatively better prosperity, benefiting from base effects, efficiency improvements, and cost savings enabled by AI, with performance expected to surpass revenue growth in the second half of the year [1] - Significant progress in AI implementation is anticipated, with a projected exponential growth in the second half of the year, particularly in areas such as edge AI hardware, consumer software for overseas markets, enterprise services, manufacturing information technology, and private deployment of large models for government [1] - High prosperity is maintained in sub-sectors like AI computing power and LiDAR, while AI applications are accelerating upward; stable growth is observed in software outsourcing, financial IT, and quantum computing, with upward turning points in education IT and cybersecurity [1] Group 2 - The software ETF (515230) tracks the software index (H30202), reflecting the overall performance of publicly listed companies in the software industry, covering various software development, services, and related technology providers, with a focus on high growth and innovation characteristics in the information technology sector [1] - Investors without stock accounts can consider the Guotai Zhongzheng All Index Software ETF Connect A (012636) and Connect C (012637) [1]