软件ETF（515230）连续3日净流入超8000万元，AI技术已成为核心增长引擎

Core Insights - AI technology has become the core growth engine for the computer and software development industry, with significant capital expenditures from overseas cloud providers [1] - The combined capital expenditure of the four major cloud giants exceeded $110 billion in CY25Q3, primarily directed towards data centers and AI infrastructure [1] - Amazon's quarterly capital expenditure surged by 55% to $35.1 billion, indicating strong investment in AI and cloud capabilities [1] Cloud Business Growth - AI-driven cloud business revenues are experiencing high growth, with AWS backlog orders exceeding $200 billion [1] - Microsoft Azure's growth rate reached 40%, while Google Cloud's revenue share increased to 14.8% [1] AI Demand and Revenue - The demand for AI computing power remains robust, with NVIDIA's data center revenue hitting a record $51.2 billion in a single quarter [1] - Blackwell chips are projected to generate $500 billion in revenue over the next few quarters [1] SaaS Company Performance - AI technology is also driving revenue growth for SaaS companies, with notable increases in revenue for companies like ServiceNow and Palantir [1] - AI platforms and applications are becoming key growth drivers for these enterprises [1] Industry Outlook - The overall industry is exhibiting a high prosperity trend, with continuous expansion in cloud providers and computing power demand [1] Software ETF Overview - The software ETF (515230) tracks the software index (H30202), which selects securities from the information technology sector related to application software, system software development, and related services [1] - This index reflects the overall performance of publicly listed companies in the software industry, characterized by high growth and innovation [1]