AI赛道迎大调整，创业板软件ETF华夏（159256）持仓股昆仑万维涨幅超3%

Group 1 - The three major indices collectively declined, with the ChiNext index dropping over 1% during the session. Sectors such as batteries, photovoltaic equipment, energy metals, and commercial retail saw significant gains [1] - The Huaxia ChiNext Software ETF (159256) tracked the ChiNext Software Index (399264), focusing on 50 high-quality AI software stocks in the ChiNext market, with a strong emphasis on AI applications in fintech, AI agents, and AI gaming [1] - According to IDC, the enterprise application software market, valued at $650 billion, is set to be disrupted by AI agents, with expected penetration rates nearing 100% in customer service, sales, and marketing applications by 2031 [1] Group 2 - Huajin Securities' report highlights the rapid growth in training data and parameter scale driven by AI models like GPT and Gemini, indicating a significant increase in demand for training and inference computing due to optimized deep learning algorithms [1] - The software development and IT services sectors account for 70% of the ChiNext Software Index, with key weight stocks including Tonghuashun, Runhe Software, Softcom Power, Guiding Compass, Kunlun Wanwei, and Deepin Technology [1]