软件板块回调，软件ETF（515230）跌超2.7%，AI应用前景受关注，资金抢筹布局，近20日净流入近30亿元

Core Insights - AI technology has enabled a full-chain empowerment in animation production, 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 enhancement [1] Group 1 - The dynamic animation agent exhibits strong technological spillover effects, with its accumulated general assets and spatial computing algorithms being smoothly transferable to game development and architectural design, indicating potential to evolve beyond content tools into a "generative virtual world infrastructure" platform [1] - The trend of AI applications in the industry is established, with a double impact expected in 2026, making AI applications a "required course" for companies, whether from the perspective of ROI on computing power or product development by internet/software/edge companies [1] - Some companies have seen AI orders, revenue, and ARR account for 10% or more of their total revenue, indicating that the "sweet spot" has been reached [1] Group 2 - The software ETF (515230) tracks the software index (H30202), which primarily reflects the overall performance of publicly listed companies in the software industry, covering firms engaged in system software, application software development, and related services [1] - The index focuses on the information technology sector, particularly the software development and services segment, to represent the overall market value and growth potential of related enterprises [1]