政务AI应用个股异动，创业板软件ETF华夏（159256）持仓股深信服大涨超11%

Core Viewpoint - The article highlights the ongoing shifts in the AI application landscape, with a focus on the recovery of AI software stocks and the potential for growth in AI-related revenues among A-share companies, as well as the expected catalysts in the near future [1]. Group 1: AI Application Trends - The enthusiasm for AI applications is cooling, leading to a release of risks associated with GEO concept stocks, while AI software stocks are regaining attention [1]. - Notable stock movements include Shenxinfu rising over 11% and Runze Technology increasing by over 2%, with the ChiNext Software ETF (Hua Xia, 159256) initially rising over 1.8% before retreating [1]. - The trading volume during this period exceeded 90 million yuan [1]. Group 2: Market Dynamics and Predictions - The penetration of AI applications has reached a turning point, with several A-share companies expected to see their AI business revenue exceed 10% [1]. - Internationally, the commercialization of AI applications is accelerating [1]. - Future catalysts include developments such as the Deepseek V4 model, the Zhipu GLM-5 model, and ongoing activities from ByteDance and Alibaba during the Spring Festival [1]. Group 3: Investment Recommendations - According to Guoxin Securities, there is no stable pattern of dominance between growth and value styles during spring market trends [1]. - The current bull market is driven by the AI wave, with a recommendation to focus on the sub-sectors where AI applications are being implemented [1]. Group 4: Software Industry Role - Within the AI industry chain, the software sector plays a crucial role in both the midstream technology layer and the downstream application layer [1]. - In the midstream, the software industry provides AI frameworks, development platforms, and algorithm models, which are essential for AI application development [1]. - In the downstream, the software sector integrates AI technology with various industries to promote the implementation of AI applications [1].