Group 1 - A-shares experienced a collective rise on December 26, with sectors such as Hainan, photovoltaic equipment, and duty-free shops leading the gains [1] - The software development sector saw continuous growth, with the ChiNext software ETF Huaxia (159256) increasing by 0.83%, and stocks like Chengmai Technology rising over 4% and Runhe Software increasing over 2% [1] - Nanjing Municipal Science and Technology Bureau announced the inclusion of Runhe Software's project on "Key Technology Research for AI Testing Agents Facing GUI Systems" in the 2025 major technology projects, indicating government recognition and support for the company's innovation in AI and software testing [1] Group 2 - Tianfeng Securities research report indicates that AI application commercialization is expected to accelerate by 2025, with a shift in cost structure towards R&D expenditures, potentially enhancing software company performance [2] - The maturity of large AI models has created a closed loop of AI model, AI application, and business model implementation, expanding the application space for AI [2] - Recommendations include focusing on enterprise-level AI software, content creation tools, and marketing and customer service platforms, with AI expected to empower verticals such as education, finance, and healthcare to achieve customer scale growth and increased payment penetration [2]
润和软件AI测试智能体平台获政府立项支持,创业板软件ETF华夏(159256)持仓股润和软件上涨超2%