Group 1 - The core viewpoint is that AI demand is becoming more predictable, creating opportunities in the software sector, particularly with the commercialization and application of AI [1] - Moltbot, previously known as Clawdbot, is highlighted as a significant breakthrough in the AI Agent space, likened to a "ChatGPT moment" for AI Agents, featuring key attributes such as social software interaction, localized deployment, persistent memory, and a robust skill ecosystem [1] - The software ETF (515230) has seen a net inflow of over 3.3 billion yuan in the past 20 days, indicating strong investor interest in software-related investments [1] Group 2 - The software index (H30202) tracked by the software ETF includes publicly listed companies involved in software development, sales, and services, covering areas such as operating systems, application software, and cybersecurity [1] - The demand for AI cloud services is expected to continue growing, supported by the ongoing enhancement of open-source model capabilities [1] - Enterprises are likely to benefit from increased IT spending by central and state-owned enterprises, further driving opportunities in the software sector [1]
Moltbot带来AI突破，资金抢筹布局软件侧机遇，软件ETF（515230）近20日资金净流入超33亿元
Mei Ri Jing Ji Xin Wen·2026-02-03 04:13