广东加码“AI+工业软件”核心赛道，聚焦工业软件ETF博时(159108)配置机遇

Group 1 - The industrial software ETF Boshi (159108) has seen a decline of 1.48% as of February 5, 2026, with the latest price at 1.07 yuan, while it has accumulated an increase of 8.73% over the past month as of February 4, 2026 [1] - The liquidity of the industrial software ETF Boshi showed a turnover rate of 2.59% during the trading session, with a transaction volume of 5.6082 million yuan, and the average daily transaction volume over the past month was 34.1823 million yuan as of February 4, 2026 [1] - Guangdong Province has issued implementation opinions to accelerate the high-quality construction of a digital society, focusing on the application of artificial intelligence technology and supporting the cultivation of AI application service providers in vertical fields such as "AI + industrial software" and intelligent robotics [1] Group 2 - Huatai Securities believes that the core logic of domestic AI application development is "scenarios first, efficiency is king," with clear and urgent demand in sectors like finance, government, healthcare, and industry, where data foundations are strong and payment capabilities are high [1] - The development of lightweight models and edge computing technology is expected to continuously reduce application costs, promoting widespread adoption among small and medium-sized enterprises [1] - The year 2026 is anticipated to be a critical year for AI applications transitioning from pilot projects to large-scale deployment [1] Group 3 - The industrial software ETF Boshi closely tracks the National Certificate Industrial Software Theme Index, which reflects the price changes of listed companies related to the industrial software industry on the Shanghai and Shenzhen stock exchanges [2] - As of January 30, 2026, the top ten weighted stocks in the National Certificate Industrial Software Theme Index (980034) include Huada Jiutian, Guanglian Da, Zhongkong Technology, and others, with these stocks collectively accounting for 56.17% of the index [2]