软件ETF（515230）盘中回调，资金逢回调布局，近20日净流入超5亿元

Core Viewpoint - The software ETF (515230) experienced a pullback during trading, but funds have been actively entering the market, with a net inflow exceeding 500 million yuan over the past 20 days [1]. Group 1: Market Dynamics - External disturbances are accelerating the pace of domestic software localization, particularly due to frequent U.S. technology blockades against China's industrial software since 2018, which poses a "bottleneck" risk for products like EDA [1]. - The urgency for self-sufficiency in domestic industrial software is increasing, driven by the dual forces of localization and intelligence [1]. Group 2: Industry Outlook - The software industry is expected to enter a high-speed development phase under the dual drivers of localization and intelligence [1]. - The software ETF (515230) tracks the software index (H30202), which selects listed companies involved in software development, services, and related technologies, reflecting the overall performance of the software sector [1]. - The constituent stocks cover various sub-sectors, including application software, system software, and internet services, highlighting the high-tech attributes and growth characteristics of the software industry [1].