阿里、腾讯等同步发力AI Agent，关注软件ETF（515230）

Group 1 - The software ETF (515230) rose by 1.21% on November 18, indicating a rebound in the AI application sector after a period of adjustment [1] - Alibaba launched the Qianwen App on November 13, a personal AI assistant based on the Qwen model, aiming to compete with ChatGPT and expand into overseas markets. The app quickly climbed from 45th to 6th in the iOS free app rankings on its launch day [2] - Tencent is enhancing AI-native applications within WeChat, planning to introduce a personal agent assistant that can assist users with various tasks directly in the app, leveraging its extensive ecosystem [2] Group 2 - Huawei announced a breakthrough technology in AI set to be released on November 21, which could increase the utilization rate of computing resources from the industry average of 30%-40% to around 70%, significantly enhancing the multimodal capabilities of domestic large models [3] - Institutional holdings in the computer sector were at 3.2% in Q3 2025, showing a slight increase from Q2 but still at historical lows. The core focus remains on AI and technological self-reliance, with investment opportunities in software ETF (515230) and computer ETF (512720) [3]