值得注意的是，Wind数据显示，前10个月，软件ETF（159852）份额增加42.7亿份，累计净流入资金逾 36亿元。 A股全天震荡走强，软件概念股午后快速拉升，指南针、财富趋势、同花顺等涨幅居前。 热门ETF中，软件ETF（159852）全天上涨1.66%。拉长时间看，软件ETF（159852）跟踪的中证软件服 务指数年内稳步走高，累计涨幅近11%。 基本面上，工信部发布的2025年1—10月份软件业运行情况显示，前10个月，我国软件业务收入125104 亿元，同比增长13.2%。软件业利润总额15721亿元，同比增长7.7%。软件业务出口510.9亿美元，同比 增长6.7%，增速连续8个月保持正增长。 有机构表示，在当前全球科技竞争日益激烈的背景下，基础软件的自主可控不仅是国家安全的需求，也 是产业可持续发展的必然选择。未来基础软件企业将面临更高的技术要求和更强的竞争压力，但也意味 着更多的市场机遇。随着国产化替代的持续推进和产业链金融服务的不断深化，基础软件企业将有望实 现从"跟跑"到"并跑"再到"领跑"的转变，为我国新型工业化和高质量发展提供坚实的底层技术支撑。 （文章来源：每日经济新闻） ...

有机构表示，在当前全球科技竞争日益激烈的背景下，基础软件的自主可控不仅是国家安全的需求，也是产业可持续发 展的必然选择。未来基础软件企业将面临更高的技术要求和更强的竞争压力，但也意味着更多的市场机遇。随着国产化 替代的持续推进和产业链金融服务的不断深化，基础软件企业将有望实现从"跟跑"到"并跑"再到"领跑"的转变，为我国 新型工业化和高质量发展提供坚实的底层技术支撑。 （文章来源：每日经济新闻） 软件概念股走低，昆仑万维、润泽科技、银之杰跌超2%。 受盘面影响，创业板软件相关ETF跌约2%。 | 代码 | 名称 | 现价 | 涨跌 涨跌幅 ＾ | | --- | --- | --- | --- | | 159107 | 创业板软件ETF富国 | 0.862 | -0.018 -2.05% | | 159256 | 创业板软件ETF华夏 | 0.957 | -0.019 -1.95% | ...

Market Overview - The market experienced fluctuations with mixed performance across the three major indices, as the lithium battery sector surged while AI application concepts showed continued divergence [1] - The Brazilian ETF rose approximately 3%, and ETFs related to chemicals and innovative new energy increased by over 1% [1][2] Sector Performance - The software and film-related ETFs saw declines of over 1%, indicating a downturn in these sectors [3] - The market is expected to stabilize around the 4000-point mark for the Shanghai Composite Index, with a continued rebalancing of market styles, suggesting alternating performances between cyclical and technology sectors [3] Investment Insights - Institutions are locking in annual returns and rankings due to fluctuating expectations around Federal Reserve interest rate cuts, leading to increased market volatility [3] - In the context of rising global technological competition, the need for self-sufficiency in foundational software is emphasized as both a national security requirement and a necessity for sustainable industrial development [5] - Domestic software companies are anticipated to transition from "catching up" to "keeping pace" and eventually to "leading," providing essential technological support for China's new industrialization and high-quality development [5]

Group 1 - Software concept stocks showed strong performance, with 360 increasing over 8%, Yonyou Network rising over 4%, and Kingsoft Office and Hang Seng Electronics both up over 3% [1] - Software-related ETFs also experienced gains, with an increase of over 2% [1] Group 2 - Specific ETF performance includes Software 50 ETF at 1.136, up 2.43%, Software ETF at 0.890, up 2.30%, and Software Leader ETF at 0.891, also up 2.30% [2] - Institutions indicate that in the context of increasing global technological competition, the autonomy of basic software is essential for national security and sustainable industrial development [2] - Future prospects for basic software companies include facing higher technical requirements and stronger competitive pressures, but also more market opportunities [2] - The ongoing push for domestic substitution and the deepening of financial services in the industrial chain are expected to help basic software companies transition from "catching up" to "keeping pace" and eventually to "leading," providing solid technical support for China's new industrialization and high-quality development [2]

Group 1 - Software concept stocks weakened, with Guiding Compass falling over 7%, and Keda Xunfei, Tonghuashun, Kingsoft Office, and Tuwei Information each dropping over 2% [1] - The software ETF declined by more than 2% due to market influences [1] Group 2 - Institutions indicate that in the context of increasing global technological competition, the autonomy and control of basic software is not only a national security requirement but also a necessary choice for sustainable industrial development [2] - Future basic software companies will face higher technical requirements and stronger competitive pressures, but this also means more market opportunities [2] - With the continuous advancement of domestic substitution and the deepening of financial services in the industrial chain, basic software companies are expected to transition from "following" to "keeping pace" and then to "leading," providing solid underlying technical support for China's new industrialization and high-quality development [2]

Group 1 - The software concept stocks have shown strong performance, with Topway Information reaching a daily limit increase, Guider Compass rising over 7%, and Runhe Software increasing over 5% [1] - The ETF tracking the CSI Software Service Index has risen over 2% due to market influences [1] Group 2 - The CSI Software Service Index includes 30 listed companies involved in software development and services, reflecting the overall performance of the software service industry [2] - Institutions indicate that in the context of increasing global technological competition, the autonomy of basic software is essential for national security and sustainable industrial development [2] - Basic software companies are expected to face higher technical requirements and stronger competitive pressures, but this also presents more market opportunities [2] - With the ongoing promotion of domestic substitution and the deepening of financial services in the industrial chain, basic software companies are likely to transition from "catching up" to "keeping pace" and eventually to "leading," providing solid technical support for China's new industrialization and high-quality development [2]

Group 1 - Software concept stocks rose in early trading, with China Software up over 5%, and other companies like Hengsheng Electronics and Zhinan Compass rising over 4% [1] - The ETF tracking the CSI Software Index increased by approximately 2% due to market influence [1] Group 2 - The CSI Software Index selects listed companies involved in software development to reflect the overall performance of this sector [2] - Institutions indicate that the need for self-controllable basic software is essential for national security and sustainable industrial development amid increasing global tech competition [2] - Basic software companies are expected to face higher technical requirements and stronger competitive pressure, but this also presents more market opportunities [2] - With the ongoing push for domestic substitution and the deepening of financial services in the industrial chain, basic software companies are likely to transition from "catching up" to "keeping pace" and eventually to "leading," providing solid technical support for China's new industrialization and high-quality development [2]