多模态大模型将为特定应用带来爆发式增长机会，软件ETF(159852)备受资金关注

Group 1 - The core viewpoint of the articles highlights the significant growth in the software development sector, particularly driven by advancements in cloud and AI technologies, as evidenced by Google's Q4 2025 financial results showing Google Cloud revenue reaching $17.664 billion, a 48% year-over-year increase [1] - The software industry is shifting its value focus from license sales to intelligent service subscriptions and ecosystem collaboration, as major global tech companies adopt a "cloud + AI" heavy asset model, indicating a long-term bet on AI commercialization and computational network efficiency [1] - The rapid iteration of overseas large model technologies is expected to continuously provide direction and catalysts for domestic application innovation, with breakthroughs in multimodal large models significantly expanding application boundaries, especially in scenarios requiring understanding of the physical world [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the CSI Software Service Index include iFLYTEK, Kingsoft Office, Tonghuashun, and others, collectively accounting for 60.27% of the index [2] - The software ETF (159852) tracks the CSI Software Service Index, serving as a convenient tool for capitalizing on opportunities in the computer software industry [2] - Investors can also access AI software investment opportunities through the software ETF linked fund (012620) [3]