软件ETF(515230)收涨超3.6%,技术突破与政策支持成行业焦点
Mei Ri Jing Ji Xin Wen·2026-01-09 09:25

Group 1 - The software ETF (515230) rose over 3.6%, driven by technological breakthroughs and policy support in the industry [1] - China has included brain-computer interfaces (BCI) in its future industry plans, with a "two-step" development goal for the next five years outlined by seven departments by 2025 [1] - The U.S. brain initiative has entered its 2.0 phase, providing a stable development environment for the industry globally [1] Group 2 - Two major breakthroughs in BCI technology are highlighted: interactive brain perception technology for smooth interaction and sensory brain control technology shifting from open-loop stimulation to closed-loop control [1] - The medical field remains the primary downstream application of BCI, accounting for over 50% of its usage [1] - The global BCI industry is expected to reach a scale of $7.63 billion by 2029, with a compound annual growth rate (CAGR) of approximately 13% from 2023 to 2029 [1] Group 3 - The software index (H30202) tracked by the software ETF primarily selects securities from companies engaged in software development, sales, and related services in the Shanghai and Shenzhen markets [1] - The index constituents are characterized by high growth potential and technological leadership, with a focus on the information technology sector and a growth-oriented investment style [1]

软件ETF(515230)收涨超3.6%,技术突破与政策支持成行业焦点 - Reportify