有分析指出，阿里、华为取得的AI技术层面的突破，有助于实现软件产业从构建自主能力到参与 全球竞争的关键跨越，加速AI国产化生态的闭环构建；AI应用相关板块受益于AI算力效率的提升，且 互联网巨头积极推进应用落地，软件板块有望受益。 科创板50ETF（588080）跟踪的科创板50指数由科创板中市值大、流动性好的50只证券组成，覆盖 软件开发等多个科技细分领域，"硬科技"龙头特征显著；软件ETF易方达（562930）跟踪的中证软件服 务指数则由30只业务涉及软件开发、软件服务等领域的股票组成，软件开发行业占比超70%。投资者可 通过以上产品把握AI算力效率提升和AI应用发展机会。 每日经济新闻 （责任编辑：董萍萍 ） 今日市场整体调整，AI软硬件方向均表现活跃，截至13点58分，科创板50指数上涨0.4%，中证软 件服务指数上涨1.2%。 消息面上，阿里巴巴昨日正式宣布"千问"项目，全力进军AI to C市场，千问App公测版当日上线， 明确对标 ChatGPT最新的5.1版本。据透露，未来阿里计划将地图、外卖、订票、办公、学习、购物、 健康等各类生活场景接入千问App，让其具备更强大的办事能力。 此外，华为操 ...

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]