AI软件商业化进程加速，把握软件ETF（515230）回调布局机遇

Group 1 - The market has cooled down due to the adjustment of financing margin ratios, but opportunities in the software sector remain strong, particularly driven by AI applications [1][3] - The financing margin ratio for investors has been raised from 80% to 100%, which is expected to create a foundation for a slow bull market, maintaining a long-term positive outlook [3] - The Ministry of Industry and Information Technology has issued a plan to promote high-quality development of industrial internet platforms, aiming for over 450 influential platforms and more than 120 million connected industrial devices by 2028 [3] Group 2 - The GEO (Generative Engine Optimization) concept is gaining traction, representing just the tip of the iceberg in AI applications, with potential to transform various sectors including media, gaming, and smart manufacturing [4] - GEO is an advertising technology aimed at enhancing the visibility of brands and products in AI-generated content, which could reshape the marketing landscape [5][8] - The global GEO market is projected to reach $11.2 billion by 2025 and $100.7 billion by 2030, with the Chinese market expected to grow to 2.9 billion yuan by 2025 and 24 billion yuan by 2030 [8] Group 3 - The AI software commercialization process is accelerating, with expectations for AI Agents to be rapidly deployed by 2026, indicating ongoing investment opportunities in the software ETF [9] - The software ETF (515230) tracks a software index that reflects the performance of companies engaged in software development and related services in the Shanghai and Shenzhen markets [9]