AI应用板块回调，中证软件服务指数跌逾2%，关注软件ETF易方达（562930）投资机会

Core Viewpoint - The AI application sector is experiencing a correction, but there are signs of potential growth as AI business revenue for several A-share companies is expected to exceed 10% [1] Group 1: Market Performance - As of 14:40 on January 16, the CSI Software Service Index fell by 2.3%, while the software ETF E Fund (562930) saw a net inflow of nearly 1 billion yuan over the past five trading days [1] - Despite external factors affecting the market, the software index is at a relatively low position, indicating that a spring market rally may still be on the horizon [1] Group 2: AI Business Development - The penetration of AI applications has reached a turning point, with multiple A-share companies expected to see their AI business revenue share surpass 10% [1] - Overseas AI applications are accelerating in commercialization, suggesting a broader market opportunity [1] Group 3: Future Catalysts - There are multiple catalysts to look forward to, including the Deepseek V4 model, the Zhiyuan GLM-5 model, and ongoing activities from ByteDance and Alibaba during the Spring Festival [1] Group 4: Index Composition - The CSI Software Service Index consists of 30 stocks involved in software development and services, covering various AI application scenarios such as AI + office, AI + finance, and AI + education [1] - The top ten weighted stocks account for over 60% of the index, indicating concentrated investment opportunities [1]