软件ETF（515230）盘中上涨1.1%，行业拐点与业绩修复成关注焦点

Core Insights - The software ETF (515230) rose by 1.1% in early trading on November 17, indicating positive market sentiment towards the software sector [1] - China's space computing constellation is accelerating its construction, with the "Three-Body Computing Constellation" led by Zhijiang Laboratory, aiming to complete a layout of over 50 computing satellites by 2025 to build an integrated space-ground computing network [1] - NVIDIA's H100 chip is set to support space applications, boasting computational power 100 times greater than previous space-based computers, with future tests planned for AI processing applications [1] - SpaceX plans to expedite its space computing layout, with the "Starship" expected to achieve an annual deployment of 1 terawatt of AI computing power, and the capacity of V3 satellites projected to increase tenfold to 1 Tbps [1] - The global acceleration of space AI development is expected to create new business models, with satellite manufacturing and space-based AI applications becoming areas of significant interest [1] Industry Overview - The software ETF (515230) tracks the software index (H30202), which selects listed companies involved in system software, application software development, and related services, reflecting the overall performance of the software industry [1] - The software index primarily focuses on the information technology sector, characterized by significant growth and innovation, serving as an important barometer for observing the development dynamics of the software industry [1]