软件ETF（515230）近10日资金净流入超29亿元，资金积极布局，AI技术已实现漫剧生产全链路赋能

Group 1 - The core viewpoint is that AI technology has enabled a full-chain empowerment in the production of animated dramas, transitioning the industry from "manual stacking" to "industrial generation," reducing production cycles from over 50 days to within 30 days, and lowering the cost per episode to the thousand-yuan level, demonstrating a clear logic of cost reduction and efficiency improvement [1] - Dynamic animation agents exhibit strong technological spillover effects, with their accumulated general assets and spatial computing algorithms being transferable to game development and architectural design, indicating potential for a leap towards a "generative virtual world infrastructure" platform [1] - The trend of AI applications in the industry is established, with expectations for a double impact in 2026, as AI orders, revenue, and ARR for some companies have reached 10% or more of their total revenue [1] Group 2 - The animation drama sector has moved beyond the concept validation phase and entered a golden window driven by both supply and demand, with the market size expected to exceed 22 billion yuan in 2026 [1] - The multi-modal technology dividend is leading to a qualitative change in production capacity and visuals, resulting in blockbuster hits [1] - ByteDance maintains its absolute leading position in the animated drama sector due to its comprehensive advantages in "traffic + IP + AI" [1]