工业互联网政策催化软件板块，软件ETF(159852)聚焦计算机软件发展机遇

Group 1 - The core viewpoint of the articles highlights the ongoing developments in the software and industrial internet sectors, driven by government policies and technological advancements [1] - The Ministry of Industry and Information Technology has issued a plan aiming for over 55% penetration of industrial internet platforms by 2028, with more than 450 influential platforms and over 120 million industrial devices connected [1] - The integration of AI and industrial internet is accelerating, with software companies expected to evolve from "perception interconnection" to "deep intelligence" [1] - Guotai Junan Securities suggests that the new architecture of "platform + scenario intelligence" will be crucial for the leap in industrial intelligence [1] - CITIC Securities forecasts a dual prosperity cycle in the software industry driven by "AI technology implementation + accelerated domestic substitution," with expected revenue growth rates of 25%-30% for industrial software and AI applications in 2026 [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the CSI Software Service Index include iFLYTEK, Kingsoft Office, and others, accounting for 60.89% of the index [2] - The software ETF (159852) tracks the CSI Software Service Index, providing a convenient tool for investing in the computer software industry [2] - Investors can also access AI software investment opportunities through the software ETF linked fund (012620) [3]