高盛：AI采用率提升或形成利好，创业板软件华夏（159256）止跌回升

证券之星01-21

1月21日，三大指数集体走强，GPU、锂矿概念领涨，免税店、饮料制品概念跌幅靠前，创业板软件华夏(159256)早盘探底回升，截至午间收盘，涨0.45%，持仓股涨跌分化，每日互动涨5.79%，华大九天、信息发展等股涨幅靠前，易华录、朗新科技、中科江南等股领跌。

受海外软件服务遭抛售及业绩预期下修传导，近日国内外软件赛道出现显著调整。其中，摩根士丹利追踪的一篮子软件即服务(SaaS)股票，在2025年下跌11%之后持续走弱，今年以来已下跌15%，AI竞争加剧(如Anthropic发布协作工具Claude Cowork)进一步引发投资者对软件企业传统业务壁垒和盈利可持续性的焦虑，导致资金流出。

对此，巴克莱预期，随着客户支出维持稳定且估值具吸引力，软件股可望在2026年喘口气；高盛则认为，AI采用率提升将扩大整体可服务市场，进而成为软件公司的利多因素。

相关产品：创业板软件ETF华夏(159256)、创业板200ETF华夏(159573)、人工智能AIETF(515070)

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