2026年第二个交易周，AI应用、软件龙头全面爆发，成为继卫星产业、脑机接口、半导体设备之后的新一"风口"！ 截至午盘，热门软件龙头ETF（159899）大涨超8%，云计算ETF（159890）拉涨6.76%。数据显示，云计算ETF（159890）跟踪云计算（930851.CSI）， IT服务+横向通用软件+垂直应用软件三大行业合计占比约65%，对AI应用有深度布局，上午盘中共获约1600 万资金净流入。 | 代码 | 名称 | 两日图 | | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | | 159218 卫星产业ETF | | no | 10.01% | 12.06亿 | 34.35% | | 159899 | 软件龙头ETF | { | 8.10% 6425.99万 | | 17.24% | | 159890 | 云计算ETF | 2 | 6.76% 3872.93万 | | 16.36% | 成份股方面，拓尔思、汉得信息、易点天下、用友网络、税友股份、中国长城等强势涨停！中科星图、卫宁健康、万兴科技等涨超15%，前两大权重股 科大讯飞、金山办公盘 ...

Core Viewpoint - The domestic software sector is experiencing strong growth, driven by the trend of self-sufficiency in technology and increasing demand for domestic products [1][2] Group 1: Market Performance - Major indices opened lower, but the domestic software sector saw a significant rally, with the software leader ETF (159899) rising by 2.3% [1] - Key stocks in the sector included Kingsoft Office, which surged by 17.51%, and China Software, which hit the daily limit, along with gains from Youyou Network (up 8.56%) and others [1] Group 2: Company Financials - Kingsoft Office reported a revenue of 1.748 billion yuan from its WPS personal business, marking an 8.38% year-on-year increase [2] - The WPS 365 business saw a substantial revenue increase of 62.27% year-on-year, reaching 309 million yuan [2] - The total revenue from WPS software was 542 million yuan, with global monthly active devices reaching 651 million, a year-on-year growth of 8.56% [2] Group 3: Industry Trends - The demand for domestic software is accelerating due to government procurement standards emphasizing self-sufficiency, with high-quality development expected in the industry [2] - The software leader ETF (159899) closely tracks the CSI All-Share Software Index, covering various segments such as basic software, application software, and cybersecurity [2]

Group 1 - The central theme of the news is the acceleration of digital transformation in the financial system, highlighted by the central bank's initiative to develop a new fintech development plan and the issuance of a stablecoin license to Guotai Junan International, which saw its stock surge over 150% [1][3] - Stablecoins are defined as digital assets with stable value, typically pegged to fiat currencies, combining the advantages of cryptocurrencies with the stability of traditional currencies [3] - The issuance of stablecoins by Guotai Junan International allows users to trade cryptocurrencies and stablecoins directly on their platform, marking a significant transformation in cross-border payment systems [3][4] Group 2 - Software leaders play a crucial role in supporting financial innovations, as they provide the necessary technological infrastructure for the issuance, custody, redemption, and trading of stablecoins [4][6] - Key software companies such as Hengsheng Electronics, Jinzheng Co., and Wealth Trend are identified as essential partners for financial institutions in upgrading their core systems to accommodate stablecoin transactions [7] - Security and risk control are paramount in the stablecoin ecosystem, necessitating advanced technology solutions from software companies to ensure safe operations [8][9] Group 3 - The core application of stablecoins is in cross-border payments, requiring payment institutions to integrate new stablecoin settlement networks for more efficient solutions [12][13] - The central bank's focus on fintech development and the regulatory framework for stablecoins in Hong Kong indicates a synchronized evolution in the financial technology landscape [14] - The software leader ETF (159899) includes companies that are expected to benefit from the normalization of stablecoins, emphasizing the importance of foundational technology providers in the digital finance wave [15][16]