江苏发布“AI+软件”行动方案力推产业升级，汽车零部件ETF（562700）盘中大涨超1%

Group 1 - The A-share technology sector is experiencing a rebound, with significant increases in 5G communication, robotics, artificial intelligence, and consumer electronics, particularly in automotive parts, which saw a rise of over 1% [1] - The AI ETF (515070) saw a notable increase, with stocks like Cambricon rising over 6%, alongside other companies such as Tuowei Information and Xiechuang Data [1] - The Jiangsu Province Artificial Intelligence Industry Development Conference held on the 27th in Nanjing announced a series of policies to promote the "Artificial Intelligence + Software" industry, aiming to establish Nanjing as a leading city in software industry intelligence [1] Group 2 - Guojin Securities highlighted that the computer sector, particularly the AI industry chain, intelligent driving, and overseas expansion, is currently experiencing high prosperity, with expectations for significant growth in the second half of the year [2] - Key development areas include edge AI hardware, consumer-facing overseas software, B2B services and manufacturing informationization, and G2G large model privatization deployment [2] - In specific segments, AI computing power and lidar maintain high prosperity, while AI applications are accelerating, and software outsourcing and financial IT are showing steady growth [2]