今日"左手卫星，右手AI应用"正引爆2026最强开年行情，A股豪取17连阳，逼近4200点，聚焦AI应用的软件ETF易方达(562930)、卫星ETF易方达(563530) 双双涨停。 01两大顶流：卫星+AI应用 消息面，中国近日向国际电信联盟（ITU）一次性提交了涉及约20.3万颗卫星的频谱与轨道资源申请，覆盖14个星座，创下国内单次申报纪录。 其中，卫星ETF易方达(562930)短短34个交易日实现翻倍，其跟踪的卫星产业指数开年以来累计涨幅高达35.54%，是当之无愧的开年最猛指数； 聚焦AI应用的软件ETF易方达(562930)，开年以来累计上涨20.2%。 根据国际"先申报、先使用"的规则，此举旨在为我国未来十年乃至更长时间的卫星互联网发展，锁定必要的基础资源。其中，新成立的无线电创新院牵头 申报了占比超过95%的卫星，凸显了国家层面统筹资源、加速布局的决心。 几乎同时，美国联邦通信委员会（FCC）批准了SpaceX新增部署7500颗第二代星链卫星。 中美两大动作几乎同步，标志着全球对稀缺的太空战略资源——轨道和频谱的争夺已进入白热化阶段。 除了卫星申请，还有个热血沸腾的消息—"南天门计划"。 十 ...

Group 1 - The overall market is adjusting, with active performance in AI hardware and software sectors, as evidenced by the 0.4% increase in the STAR 50 Index and a 1.2% rise in the CSI Software Service Index as of 13:58 [1] - Alibaba has officially launched the "Qianwen" project, targeting 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, where it released a new operating system version optimized for AI server clusters, enhancing computational efficiency [1] Group 2 - The STAR 50 ETF (588080) tracks the STAR 50 Index, which consists of 50 securities with high market capitalization and liquidity, covering various tech sectors, prominently featuring "hard tech" leaders [2] - The E Fund Software ETF (562930) tracks the CSI Software Service Index, composed of 30 stocks involved in software development and services, with over 70% of the industry represented [2] - Investors can leverage these products to capitalize on opportunities arising from improvements in AI computational efficiency and the development of AI applications [2]

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]

Group 1: Market Overview - The market is experiencing fluctuations after the Shanghai Composite Index approached 4000 points, with the software sector showing strong performance, particularly in AI corpus, software development, and Hongmeng concepts [1] - The software industry is expected to enter a growth phase, supported by policies promoting domestic software autonomy and AI-driven application prosperity [1] Group 2: Company Performance - Leading software company Kingsoft Office reported a revenue of 1.521 billion yuan in Q3, a year-on-year increase of 25.33%, and a net profit of 431 million yuan, up 35.42% year-on-year, driven by AI product launches and refined market operations [1] - Cybersecurity leader 360 achieved a revenue of 6.068 billion yuan in the first three quarters, an increase of 8.18%, while reducing net losses to 122 million yuan from 579 million yuan last year, marking a reduction of approximately 78.93% [2] Group 3: Policy Support - The 14th Five-Year Plan emphasizes strengthening original innovation and tackling key core technologies, promoting breakthroughs in critical areas such as basic software and integrated circuits, which aligns with the trend of domestic software and hardware localization [3] - The push for software autonomy is expected to increase the importance of domestic software in the context of national technological competition [3] Group 4: AI Innovations - Since 2025, global model innovations have entered a phase of orderly and high-quality development, with improvements in model capabilities and reductions in costs, facilitating rapid application development [4] - The DeepSeek team has introduced innovations in hardware architecture and model design, contributing to cost-effective large-scale training and inference [4] Group 5: Investment Opportunities - The E Fund Software ETF (562930) focuses on core sectors within the software industry, tracking the CSI Software Service Index, which includes leading companies like iFlytek, Kingsoft Office, and 360 [5]