软件ETF（515230）连续3日净流入超13亿元，AI应用商业化兑现赋能软件板块

Group 1 - The software sector is experiencing a bullish trend, with software ETFs (515230) seeing over 1.3 billion yuan in net inflows over three consecutive days, driven by the commercialization of AI applications [1] - By 2026, the commercialization of AI applications is expected to be a significant driver of revenue growth in the software industry, similar to the cloud computing era when new technology revenue surpassed 10% [1] - The current penetration of AI applications in the software industry is in its early acceleration phase, with some companies expected to disclose AI orders by 2025, marking the beginning of new technology applications [1] Group 2 - The software ETF (515230) tracks the software index (H30202), which reflects the overall performance of publicly listed companies in the software sector, focusing on system software and application software development and services [1] - The software industry in China is characterized by customized solutions, with software vendors accumulating significant industry know-how, which is crucial for the successful implementation of AI applications [1] - The most commercially viable AI application areas currently identified include AI Agents, multimodal applications, AI coding, and AI marketing, with AI's penetration in healthcare management also accelerating [1]