Group 1 - The core viewpoint of the news highlights a strong performance in AI hardware sectors, particularly in computing power and semiconductor equipment, with significant index increases observed on January 14 [1][6]. - The Zhongzheng Cloud Computing and Big Data Theme Index rose by 5.8%, while the Zhongzheng Semiconductor Materials and Equipment Theme Index increased by 3.9%, and the Zhongzheng Chip Industry Index saw a rise of 2.9% by midday [1][4]. - The Zhongzheng Semiconductor Materials and Equipment Theme Index consists of 40 stocks related to semiconductor materials and equipment, focusing on the hardware foundation for future computing [6]. Group 2 - The Zhongzheng Chip Industry Index is composed of 50 stocks involved in chip design, manufacturing, packaging, testing, and semiconductor materials and production equipment, emphasizing core hardware aspects of future computing [3]. - The ETF managed by E Fund tracks the Zhongzheng Semiconductor Materials and Equipment Theme Index, which is noted for having the largest scale among its peers and a low fee rate of 0.15% plus an additional 0.05% [5][6].

软件ETF易方达（562930）、云计算ETF易方达（516510）分别跟踪以上指数，可助力投资者把握 AI应用板块投资机会。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 华泰证券表示，AI应用有望涌现及加速商业化，大模型能力跃迁、推理成本下降带动AI应用渗透 率提升，Agent或迎来奇点，重点看好AI+广告、AI+电商等。 中证软件服务指数由30只业务涉及软件开发、软件服务等领域的股票组成，聚焦AI应用重要领 域，软件开发和IT服务行业分别占比70%和26%；中证云计算与大数据主题指数同时聚焦AI产业链上游 的算力基础设施和下游的软件应用，前三大行业为软件开发、IT服务、计算机设备，合计占比超75%。 1月13日，软件、传媒等AI应用板块大幅高开，盘初下探后再度反弹，延续昨日强势表现。截至 9:41，中证软件服务指数上涨2.4%，成分股中，用友网络涨超9%，深信 ...