AI应用端再度活跃，创业板软件ETF富国（159107）早盘涨幅达 2.5%

Group 1 - A-shares experienced a widespread rebound on February 3, with over 4,600 stocks in the green, driven by active concepts such as CPO, AI applications, storage, and commercial aerospace [1] - The ChiNext Software ETF (159107) opened high and fluctuated, reaching a peak increase of over 2.5%, with a current increase of 1.76% as of 10:23 AM [1] - Major domestic model manufacturers have updated their models, including DeepSeek's new OCR2 model, Kimi's KimiK2.5 model, and Alibaba's Qwen3-Max-Thinking model, leading to significant attention on Chinese models on overseas social media platforms [1] Group 2 - Guotai Junan Securities forecasts that by 2026, AI applications will evolve from usable to highly usable, with diverse business models emerging, positioning AI applications as the core theme of the AI industry market [2] - The ChiNext Software ETF (159107) tracks a core index of 50 software stocks, covering the entire chain of basic software, application software, and IT services, with inherent high volatility [2] - Under the influence of AI empowerment and digital transformation policies, the performance elasticity and valuation potential of constituent companies are expected to be promising [2]