软件ETF（515230）收红，AI驱动云与算力景气获市场关注

Core Insights - AI technology has become a core driving force in the computer and software development industry, with significant capital expenditures from major cloud providers [1] - The combined investment of Amazon, Microsoft, Google, and Meta in AI-related infrastructure is expected to exceed $110 billion by Q3 2025, primarily for data centers and AI infrastructure [1] - AI is significantly boosting cloud business revenues, with Amazon AWS backlog orders exceeding $200 billion, Microsoft Azure experiencing a growth rate of 40%, and Google Cloud revenue share increasing to 14.8% [1] - The demand for AI computing power remains robust, with NVIDIA's data center revenue reaching a record $51.2 billion in a single quarter, and Blackwell chips projected to generate $500 billion in future quarters [1] - AI technology is also driving revenue growth for SaaS companies, with firms like ServiceNow and Palantir achieving substantial income increases, including Palantir's U.S. commercial business revenue growing by 121% year-over-year [1] - The overall industry is characterized by high growth in AI-driven cloud business, strong demand for computing power, and accelerated application deployment [1] Software ETF Insights - The software ETF (515230) tracks the software index (H30202), which selects publicly traded companies involved in application software, system software development, and related services [1] - This index reflects the overall performance of publicly listed companies in the software industry, focusing on the information technology sector [1] - The index highlights the innovation capability and growth potential of the industry, making it suitable for investors interested in technology-focused allocations [1]