Core Insights - The overall market is experiencing adjustments, but AI hardware and software sectors are showing active performance, with the STAR Market 50 Index up by 0.4% and the CSI Software Services Index up by 1.2% as of 13:58 [1] Group 1: Company Developments - Alibaba has officially launched the "Qianwen" project, entering the AI to C market, with the public beta version of the Qianwen App released, directly competing with ChatGPT's latest version 5.1 [1] - Huawei held the OpenEuler Summit 2025 in Beijing, where it introduced a new operating system version that supports super nodes, optimized for high-efficiency operation of AI server clusters [1] Group 2: Industry Trends - Analysts suggest that breakthroughs in AI technology by Alibaba and Huawei will facilitate a critical leap for the software industry from building autonomous capabilities to participating in global competition, accelerating the closure of the AI domestic ecosystem [1] - The AI application-related sectors are expected to benefit from improved AI computing efficiency, with internet giants actively promoting application implementation, indicating potential gains for the software sector [1] Group 3: Investment Opportunities - The STAR Market 50 ETF (588080) tracks the STAR Market 50 Index, which consists of 50 securities with large market capitalization and good liquidity, covering multiple technology sub-sectors, prominently featuring "hard tech" leaders [2] - The E Fund Software ETF (562930) tracks the CSI Software Services Index, composed of 30 stocks involved in software development and services, with over 70% of the industry represented in software development [2] - Investors can leverage these products to capitalize on opportunities arising from enhanced AI computing efficiency and the development of AI applications [2]