Mei Ri Jing Ji Xin Wen·2025-10-15 03:45Group 1 - The A-share market opened with fluctuations, with strong performances in sectors such as building materials, gold, pharmaceuticals, and intelligent vehicles, while rare earth, military, and lithium battery sectors showed significant pullbacks [1] - The domestic software sector has seen continuous hot catalysts recently, with the logic of domestic substitution becoming increasingly clear [1] - The software industry plays a crucial role in the AI industry chain, primarily positioned in the midstream technology layer and downstream application layer, providing essential technical support and facilitating the implementation of AI applications [1] Group 2 - According to Dongfang Securities, the industrial design software sector has the largest potential for market share growth, while the overall scale of basic software is more substantial [2] - Key software includes basic software and industrial software, which are vital for the operation of critical national sectors, ensuring system security, and are difficult to replace, thus holding significant importance for national security, economic development, and social stability [2] - Related products include the ChiNext Software ETF (159256), ChiNext 200 ETF (159573), and AI ETF (515070) [2]