自主可控浪潮下软件业景气度持续，创业板软件ETF华夏（159256）盘中大涨超2%

Core Viewpoint - The A-share ChiNext index experienced a decline of over 2% in the afternoon, while AI application stocks showed an upward trend, indicating a mixed market response to the software industry’s performance and external pressures [1]. Industry Summary - In the first three quarters, China's software business revenue reached 111,126 billion yuan, reflecting a year-on-year growth of 13.0% [1]. - The total profit of the software industry amounted to 14,352 billion yuan, with a year-on-year increase of 8.7% [1]. - Software exports were recorded at 45.94 billion USD, marking a growth of 6.6% year-on-year [1]. - Software product revenue was 23,854 billion yuan, showing a year-on-year increase of 10.9%, accounting for 21.5% of the total industry revenue [1]. - Basic software product revenue reached 1,383 billion yuan, with a growth of 11.2% year-on-year, while industrial software product revenue was 2,359 billion yuan, increasing by 9.8% [1]. Company Summary - The performance of the software ETF, specifically 华夏 (159256), rose by 2.02%, with notable gains in stocks such as 深信服 (over 13% increase), and other companies like 拓尔思, 汉得信息, 万兴科技, and 汤姆猫 showing significant upward movements [1]. - 中银国际 highlighted that the external environment is pressuring domestic companies for self-sufficiency, which may create short-term challenges but could accelerate the development of the domestic software and hardware ecosystem in the long run [1]. - The trend is expected to provide domestic AI chip manufacturers with increased market share opportunities, validating product performance and accelerating the innovation process within China's computer and software development industry [1].