计算机ETF（512720）连续3日迎资金净流入，资金持续布局，国产模型商业化落地加速

Group 1 - The core viewpoint is that domestic models are seeking a better balance between performance, efficiency, and cost, leading to accelerated commercialization [1] - In AI applications, industry know-how is becoming a competitive advantage, marking the software industry as entering an optimal layout period [1] - Companies with AI revenue accounting for over 10% are increasing, with a focus on areas such as Deep Research, AI programming, and multimodal applications [1] Group 2 - The Computer ETF (512720) tracks the CS Computer Index (930651), which selects listed companies in China’s A-share market involved in computer hardware, software, and services [1] - The index components focus on the information technology sector, characterized by high technological content and growth potential, effectively reflecting the overall development trend of the computer industry [1]