计算机ETF（512720）涨近2%，科技自立与国产替代逻辑受关注

Core Viewpoint - The current external environment and increasing policy risks highlight the urgency for China's technological self-reliance, accelerating the replacement process and creating new opportunities in industries such as trusted computing and industrial software [1] Industry Summary - From January to August 2025, China's software business revenue grew by 12.6% year-on-year, indicating a positive industry performance [1] - Policy initiatives include the establishment of a unified service platform for AI large models in the government sector, promoting resource consolidation [1] - Global demand for AI computing power continues to expand, as evidenced by strategic partnerships like OpenAI with Broadcom and Microsoft's deployment of superclusters on Azure [1] Focus Areas - In the trusted computing sector, attention should be given to opportunities in domestic hardware, foundational software (databases, operating systems, middleware), and application software [1] - The industrial software sector should focus on technological breakthroughs in product design and production control, including areas such as EDA, CAD, and CAE [1] Investment Vehicle - The Computer ETF (512720) tracks the CS Computer Index (930651), which selects listed companies in software development and IT services from the Chinese A-share market to reflect the overall performance of the computer industry [1] - The index emphasizes companies with high technological content and strong innovation capabilities [1]