AI应用板块延续涨势，关注软件ETF易方达（562930）、云计算ETF易方达（516510）等产品布局机会

Group 1 - The AI application sector, including software and media, opened significantly higher and continued its strong performance from the previous day, with the CSI Software Service Index rising by 2.4% [1] - Notable stock performances included a more than 9% increase in Youyuan Network and over 8% increases in Shenxinfu and Hehe Information, while the CSI Cloud Computing and Big Data Theme Index rose by 2.1% [1] - Huatai Securities indicated that AI applications are expected to emerge and accelerate commercialization, driven by advancements in large model capabilities and reduced inference costs, with a focus on AI in advertising and e-commerce [1] Group 2 - The CSI Software Service Index consists of 30 stocks involved in software development and services, with software development and IT services accounting for 70% and 26% of the index, respectively [1] - The CSI Cloud Computing and Big Data Theme Index focuses on both the upstream computing infrastructure and downstream software applications of the AI industry, with the top three sectors being software development, IT services, and computer equipment, collectively exceeding 75% of the index [1] - The E Fund Software ETF (562930) and E Fund Cloud Computing ETF (516510) track these indices, providing investors with opportunities in the AI application sector [1]