市场午后反攻，软件方向领涨，关注软件ETF易方达（562930）、科创板50ETF（588080）布局机会

Core Insights - The market experienced a rebound in the afternoon, led by software and AI applications, with notable gains in stocks such as Shiji Information and 360, and Kingsoft Office rising over 5% [1] - The CSI Software Service Index increased by 3.3%, while the STAR Market 50 Index rose by 1.0% due to the performance of constituent stocks [1] - Alibaba's AI assistant, Qianwen App, achieved over 10 million downloads within a week of its public beta, surpassing competitors like ChatGPT and Sora, marking it as the fastest-growing AI application in history [1] - Future plans for Qianwen App include integrating various life scenarios such as maps, food delivery, ticket booking, office tasks, learning, shopping, and health services to enhance its functionality [1] - According to Industrial Securities, high-growth sectors for next year include AI industry trends, advantageous manufacturing, "anti-involution," and structural recovery in domestic demand, emphasizing opportunities in the tech growth sector [1] - The E Fund Software ETF (562930) tracks the CSI Software Service Index, which consists of 30 stocks involved in software development and services, with over 70% in the software development sector [1] - The STAR Market 50 ETF (588080) tracks the STAR Market 50 Index, comprising 50 securities with large market capitalization and good liquidity, covering sectors like semiconductors and software development, highlighting "hard tech" leaders [1]