Nvidia enters the race to capture OpenClaw market share, and the Huaxia (159256) Software ETF on the Growth Enterprise Market sees a large increase in holdings of Guangliwei.

On the afternoon of March 10th, the A-shares software sector surged against the trend. As of 2:05 PM, the Huaxia ChiNext Software ETF (159256) rose 1.22%, with holdings in Information Development increasing by over 17%, Guangli Micro rose over 4%, and stocks like Kunlun Wanwei, Shunwang Technology, and Caixun Co. led the gains. Trading activity was lively, with the Huaxia ChiNext Software ETF (159256) exceeding 100 million yuan in intraday turnover, ranking first among the same index funds.

In news, on March 9th, according to insiders, NVIDIA has begun promoting its product to enterprise software companies, internally called “NemoClaw.” NVIDIA plans to officially unveil this product around next week’s annual developer conference in San Jose. The platform aims to enable enterprises to deploy AI agents within their workflows to replace employees in executing specific tasks. For a long time, NVIDIA’s software strategy has heavily relied on its proprietary CUDA platform, which deeply binds developers to the NVIDIA GPU ecosystem, forming a core competitive barrier. Extending into open-source platforms indicates NVIDIA’s effort to attract a broader range of enterprise clients through its software ecosystem, rather than relying solely on hardware lock-in.

Wanlian Securities analysts believe that the recent popularity of OpenClaw reflects market attention and demand for “proactive automation” agents. As agent performance improves, computing power demand will also remain high. Additionally, with the implementation of AI applications, the protection of data privacy and security needs to be enhanced, and the AI governance industry is expected to accelerate development.

In the AI industry chain, the software sector mainly operates at the midstream technology layer and downstream application layer, playing a key role in providing core technological support and facilitating application deployment. Specifically, in the midstream technology layer, the software industry provides AI frameworks, development platforms, and algorithm models, which are fundamental to AI application development. In the downstream application layer, the software industry promotes the integration of AI technology with various industries to facilitate AI application deployment.

Related products: Huaxia ChiNext Software ETF (159256), Huaxia ChiNext 200 ETF (159573), AI ETF (515070).

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