软件ETF（515230）大涨超5%，近20日资金净流入超15亿元，行业融合AI预期升温

Group 1 - The computer industry is expected to reach a turning point in the second half of 2025, with software revenue growth of 1.61% year-on-year in Q3 2025 and a net profit increase of 244.56%, validating cost reduction and efficiency improvement results [1] - The year 2026 will be crucial for AI applications transitioning from "technology validation" to "commercial promotion," with major players like OpenAI and Google Gemini accelerating their commercialization processes non-linearly [1] - AI infrastructure is critical for determining the cost curve and capability ceiling of AI applications, with leading companies like Databricks and Snowflake showing strong financial data, indicating a strong willingness for investment in data governance and computing power scheduling [1] Group 2 - The AI technology upgrade is driving the commercialization of high-frequency scenarios such as marketing and animated series, with the paid traffic from Douyin's animated series skyrocketing from 0 in H1 2024 to over 10 million per day by August 2025 [1] - In high-barrier sectors like healthcare and manufacturing, application vendors with deep industry know-how, proprietary data assets, and strict compliance qualifications will solidify their core advantages, with AI in healthcare evolving from auxiliary tools to full lifecycle management [1]