软件ETF（515230）盘中涨超2.6%，算力链需求受关注

Group 1 - The core viewpoint emphasizes that artificial intelligence (AI) remains a key focus for the future, with Nvidia planning to invest up to $100 billion in OpenAI to support data center construction, driving demand for high-end GPUs, advanced packaging, optical interconnects, and liquid cooling solutions [1] - The approval of Moores Threads' IPO on the Sci-Tech Innovation Board indicates that domestic GPU platform capabilities are entering a market validation phase, with expectations for accelerated R&D investment and ecosystem development [1] - Alibaba Cloud has launched the Panjiu 128 ultra-node AI server, focusing on high-density and low-latency system capabilities, shifting the competitive focus on the supply side of computing power towards optimized interconnectivity to achieve high bandwidth, dense packaging, and higher energy efficiency [1] Group 2 - The software ETF (515230) tracks the software index (H30202), which selects listed companies involved in application software development, system integration services, and related technology services to reflect the overall performance of the software and information technology services industry [1] - The index emphasizes the allocation of high-growth and innovative software companies, fully reflecting industry development trends and technological advancement directions [1]