Group 1 - The software and computer sectors have shown significant growth, with the Software ETF (515230) rising by 4.38% and the Computer ETF (512720) increasing by 4.36% [1] - The Ministry of Industry and Information Technology has issued an action plan for the high-quality development of industrial internet platforms, aiming for over 450 influential platforms and more than 120 million industrial equipment connections by 2028 [2] - There is a strong market expectation for major companies to release flagship large models before the Spring Festival, with notable companies like ByteDance and Deepseek anticipated to narrow the performance gap with overseas counterparts [2] Group 2 - The GEO (Generative Engine Optimization) concept is gaining traction, representing just the tip of the iceberg in AI applications, focusing on optimizing generative AI platforms for better brand and product visibility [2] - The commercialization of AI software is accelerating, with AI Agents expected to be rapidly deployed by 2026, presenting investment opportunities in software ETFs and computer ETFs [3]