国产软件延续强势，中科软涨停，东方通涨超8%，财富趋势、用友网络、安恒信息等跟涨。软件ETF（515230）涨2.4%，成交额超4000万元，盘中溢价交易，过去10天净流入超1.3亿元。
东亚前海认为，软件服务主要面向政企终端用户，基本没有上游，没有额外风险，在当前不确定性外部环境下具备确定性的比较优势。我们看好信创国产化后市机会，重点关注软件信创如操作系统、数据库、基础软件等细分领域龙头。
国产软件延续强势，中科软涨停，软件ETF（515230）涨2.4%，盘中溢价交易
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