大厂资本开支大头在AI，创业板软件ETF华夏（159256）持仓股网宿科技涨停

Group 1 - The A-share software application sector experienced a noticeable pullback, with the ChiNext Software ETF Huaxia (159256) closing down by 0.97%. Among its holdings, Wangsu Science & Technology hit the daily limit up, while Shunwang Technology rose over 11%. In contrast, previously popular stocks like Aerospace Zhizhuang fell over 10%, and Sifang Jingchuang dropped over 4% [1] - The total trading volume of the ChiNext Software ETF Huaxia exceeded 140 million yuan, with a turnover rate of over 20% [1] - Tencent's annual meeting highlighted that 2025 is expected to be a significant year for AI, with intense competition in the industry. Tencent is focusing its investments primarily on AI, while maintaining a steady approach in other areas like community group buying and food delivery [1] Group 2 - In the AI industry chain, the software sector plays a crucial role in both the midstream technology layer and the downstream application layer, providing essential technical support and facilitating the implementation of AI applications [2] - Specifically, the software industry in the midstream technology layer offers AI frameworks, development platforms, and algorithm models, which are foundational for AI application development [2] - In the downstream application layer, the software industry integrates AI technology with various sectors to promote the practical application of AI [2]