Group 1 - The core viewpoint is that the demand for industrial software related to production control and information management is showing signs of weak recovery, with AI technology presenting new opportunities [1] - Key industries are experiencing a surge in policies for equipment upgrades and technological transformations, accelerating demand release [1] - The large-scale application of AI models is expected to gradually open up new markets, benefiting domestic industrial software vendors by increasing their market share [1] Group 2 - Industrial software combines "technology + manufacturing" attributes, making research and innovation crucial for enhancing competitiveness [1] - The performance of the industry is influenced by the macroeconomic environment, but the future outlook is optimistic as AI technology penetration increases and policies are implemented [1] - The Computer ETF (512720) tracks the CS Computer Index (930651), which selects listed companies involved in software development and IT services to reflect the overall performance of the computer industry [1]
计算机ETF（512720）涨超1.4%，工业软件行业景气度有望增强
Mei Ri Jing Ji Xin Wen·2025-11-06 08:24