豆包DAU破亿，蚂蚁阿福横空出世，AI软件催化不断！软件50ETF(159590)放量收涨1.37%，年内份额增幅领先！哪三类AI应用方向值得关注？

Group 1: Market Performance - The A-share market continues to rise, with the Shanghai Composite Index recording a seven-day winning streak, and the Software 50 ETF (159590) increasing by 1.37% for two consecutive days [1] - The trading volume for the Software 50 ETF exceeded 20 million yuan, showing a 76% increase compared to the previous period [1] - Since the beginning of the year, the share of the Software 50 ETF has surged by 164%, leading among all index ETFs in terms of share growth [1] Group 2: Key Stocks Performance - Most of the popular component stocks of the Software 50 ETF closed in the green, with notable gains: Zhongke Xingtu up over 7%, Sifang Jingchuang up over 6%, and Aerospace Information up 4% [2] - The trading volumes for key stocks include: - Zhina Zhen: 3.33 billion yuan, up 1.05% - Sifang Jingchuang: 3.30 billion yuan, up 6.63% - Tonghuashun: 2.08 billion yuan, up 2.01% - Zhongke Jujia: 1.83 billion yuan, up 7.11% - Aerospace Information: 1.44 billion yuan, up 4.00% [4] Group 3: AI Application Insights - Ant Group's AI health application "Antifufu" has reached 15 million monthly active users, leading the health management AI application sector [5] - The application has a unique advantage in payment integration, serving 800 million medical insurance code users, and has established deep cooperation with over 5,000 hospitals [5] - Antifufu has achieved a monthly active growth rate of 83.4%, answering 5 million questions daily, with 55% of users from third-tier cities [6] Group 4: AI Application Directions - Three AI application directions are highlighted for attention: 1. General tools that enhance work efficiency, leveraging large model advantages [8] 2. AI applications built on vertical scenarios that deliver quantifiable results [8] 3. Edge AI hardware, which is the fastest commercialized AI application direction [9] Group 5: Software Industry Overview - The Software 50 ETF closely follows the CSI All-Share Software Index, covering the entire AI software industry chain, with approximately 67% of its weight in application software and over 15% in AI-related fields [10]