软件ETF（515230）盘中领涨超1.7%，核心软硬件国产化大势所趋

Group 1 - The core viewpoint emphasizes the trend of domestic software and hardware localization driven by major power technology competition, with domestic computing power and software expected to resonate and jointly promote the construction of a localized ecosystem, achieving high-level technological self-reliance and strength [1] - The domestic computing power ecosystem is continuously improving, with companies like Cambricon adapting to the latest AI models and optimizing computing efficiency, significantly reducing costs in long-sequence scenarios [1] - Government policies are accelerating the development of trusted computing and innovation (信创), with preferential pricing for domestic products in government procurement, driving growth in the basic software market, which is expected to reach 25 billion yuan for operating systems and 51.2 billion yuan for databases by 2025 [1] Group 2 - In the industrial software sector, the market share of domestic CAD manufacturers has increased to 27%, and breakthroughs have been made in the localization of EDA tools for analog/digital circuit design, with the global EDA market expected to reach 20 billion USD by 2025 [1] - The software ETF (515230) tracks the software index (H30202), which selects listed company securities involved in software development and IT services to reflect the overall performance of the software industry, focusing on high-growth and innovative software enterprises [1]