黄仁勋驳斥AI冲击软件业论调，创业板软件ETF华夏（159256）持仓股顺网科技涨超9%

Group 1 - The A-share software sector experienced significant movement, with the ChiNext Software ETF (159256) rising by 1.54% and individual stocks like Shunwang Technology increasing over 9% [1] - Nvidia's CEO Jensen Huang stated that the market has misjudged AI's threat to software companies, asserting that AI assistants will enhance rather than replace software tools, leading to increased productivity [1] - The narrative of "AI eroding software" lacks logical and common-sense support, as highlighted by Citic Securities, emphasizing that the software industry plays a crucial role in both the midstream technology layer and downstream application layer of the AI industry chain [2] Group 2 - The software industry provides essential AI frameworks, development platforms, and algorithm models, which are foundational for AI application development [2] - The software sector is actively integrating AI technologies with various industries to promote the practical application of AI [2] - Related products include the ChiNext Software ETF (159256), ChiNext 200 ETF (159573), and AI ETF (515070) [2]