软件ETF（515230）涨超2.1%，机构称天基算力与信创或驱动行业修复

Group 1 - The core viewpoint is that China's space computing constellation is accelerating its construction, with the "Three-Body Computing Constellation" officially entering the networking phase, aiming to complete the deployment of over 50 computing satellites by 2025 to build an integrated space-ground computing network [1] - NVIDIA's H100 has achieved space compatibility, with computing power reaching 100 times that of previous space computers, and future tests will focus on AI processing applications [1] - SpaceX plans to accelerate 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 is projected to increase tenfold to 1 Tbps [1] Group 2 - The software ETF (515230) tracks the software index (H30202), which selects listed companies involved in application software, system software development, and related IT services to reflect the overall performance of the software and IT services industry [1] - This index highlights technological innovation and growth characteristics, serving as an important indicator of the development status of the domestic software industry [1]