政策和技术共振催化AI产业趋势，软件ETF（515230）涨超1%

Group 1 - The AI industry is experiencing a trend driven by the resonance of policy and technology, with Huawei's HarmonyOS terminal count surpassing 10 million [1] - Major applications like Taobao are expected to complete HarmonyOS adaptation by the end of September, and Tencent has migrated over 50 products to HarmonyOS, indicating strong native intelligence performance [1] - The release of DeepSeek-V3.1, which utilizes a hybrid inference architecture and UE8M0 FP8 parameter precision, is expected to enhance the domestic AI ecosystem by improving performance and compatibility with domestic chip designs [1] Group 2 - The computer industry is showing strong performance, with promising prospects for AI computing power and applications, driven by improvements in leading large model performance and domestic computing power adaptation [1] - The implementation of stablecoin regulations is fostering innovation in the industry, contributing to a high level of activity in the capital markets [1] - The Software ETF (code: 515230) tracks the software index (code: H30202), which reflects the overall performance of listed companies in the software development and IT services sectors in the A-share market [1]