Group 1 - A-shares experienced fluctuations and climbed after opening, with the gaming sector showing significant movement, particularly the software ETF Huaxia (159256), whose holding stock Shen Zhou Tai Yue rose over 8% [1] - The State Council's executive meeting approved the "Artificial Intelligence +" action plan, emphasizing the promotion of AI's large-scale and commercial application across various sectors, aiming to integrate AI with manufacturing, education, healthcare, and transportation [1] - Zhonghang Securities' report highlighted that the policy establishes a clear development line for "AI+", combined with breakthroughs in general large model technology, indicating that the AI industry is entering a value release window, with 2025 expected to be the "year of AI application landing" [1] Group 2 - The Huaxia software ETF (159256) tracks the entrepreneurial software index (399264), focusing on 50 quality AI software stocks in the entrepreneurial board, with a high concentration in software development and IT services, accounting for 70% of the industry [2] - Key weighted stocks in the index include well-known software companies such as Tonghuashun, Runhe Software, Softcom Power, Guiding Compass, Kunlun Wanwei, and Deepin Technology [2]

Core Insights - The software industry is experiencing unprecedented growth opportunities due to accelerated global digital transformation, particularly driven by artificial intelligence technology and national policy support [1][3] - 华夏基金 plans to launch the first ETF focused on the high-elasticity software sector, named 华夏中证创业板软件交易型开放式指数证券投资基金, on July 7, 2025 [1] Group 1: ETF Overview - The 华夏中证创业板软件ETF will track the 创业板软件指数, the first index dedicated to the software sector, comprising 50 actively traded stocks related to software [1] - The index is designed to reflect the price changes of listed companies in the software sector on the Shenzhen Stock Exchange, ensuring regular adjustments to maintain market relevance and reduce tracking errors [1] Group 2: Market Performance - The 创业板软件指数 has shown a remarkable one-year return of 52.66% as of July 1, 2025, significantly outperforming major broad-based indices [2] Group 3: Industry Trends - The software market is vast, and under the "AI+" trend, it presents significant growth potential and investment value [3] - National policies are increasingly focused on information security and core technology independence, fostering innovation in the software sector and creating new investment opportunities [3] - The 创业板软件ETF is positioned to help investors capitalize on the emerging 信创 sector, which is expected to drive future growth [3]