GEO概念股再度走强，创业板软件ETF华夏（159256）盘中大涨超6%

Group 1 - The A-share market experienced a significant rise today, with the Shanghai Composite Index increasing by nearly 1%. Key sectors such as Sora concept, Kuaishou concept, Xiaohongshu concept, and AI applications saw substantial gains, with the ChiNext Software ETF (159256) holdings like Weining Health and Wanxing Technology rising over 13%, and Sifang Jingchuang and Langxin Group increasing over 10% [1] - The ChiNext Software ETF (159256) surged over 6% during trading, with a transaction volume exceeding 600 million yuan and a fund size surpassing 800 million yuan [1] - The concept of GEO, which stands for "Generative Engine Optimization," aims to enhance the visibility and authority of brands, products, or services in AI-generated content through a multi-dimensional optimization strategy [1] Group 2 - The software industry plays a crucial role in the AI industry chain, primarily situated in the midstream technology layer and downstream application layer, providing essential technical support and facilitating the implementation of AI applications [2] - According to Zhongyin Securities, geopolitical fluctuations have increased global interest in Chinese assets, and since 2025, the AI industry chain has experienced a rotation from "overseas computing power" to "domestic computing power" and then to "storage and electricity," with AI applications showing limited growth compared to overseas computing power [2] - Relevant products in the market include ChiNext Software ETF (159256), ChiNext 200 ETF (159573), and Artificial Intelligence ETF (515070) [2]