博时基金王萌:解析AI加持、国产替代下的工业软件“智造”浪潮

新浪财经
Nov 10

博时基金 指数与量化投资部 基金经理 王萌1.工业软件近期市场关注度攀升,主要是什么原因?王萌:这是由政策、产业需求、外部环境、技术融合等多重深层宏观逻辑共同支撑。具体来看,政策上国家明确 2027年更新约200万套工业软件的目标,为市场增长提供明确空间;产业层面,企业为应对市场竞争,需借助工业软件实现精细化管理以降本增效,内生需求强烈;外部环境上,美国对EDA等软件的多轮管制,凸显供应链安全...

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