Group 1 - The core viewpoint of the article highlights the continuous breakthroughs of domestic large models such as DeepSeek, Tongyi Qianwen, and Kimi, which are narrowing the performance gap with top international closed-source models, potentially gaining a competitive advantage due to higher cost-effectiveness [1] - In terms of AI computing power, overseas cloud computing companies are maintaining rapid growth in capital expenditure, supporting the industry's high prosperity [1] - Regarding AI applications, large model manufacturers are accelerating the innovation of C-end application forms and scenario penetration, exemplified by Alibaba's Qianwen App, which aims to create a future AI lifestyle entry point [1] Group 2 - The software ETF (515230) tracks the software index (H30202), which selects listed company securities involved in software development, sales, and services, covering representative enterprises in operating systems, application software, and cybersecurity [1] - This index exhibits significant growth potential and technological orientation, effectively reflecting market trends and development dynamics in the software industry [1]
软件ETF（515230）近20日净流入超2.5亿元，国产开源模型持续突破
Mei Ri Jing Ji Xin Wen·2025-12-09 07:38