2025年有望成为AI应用落地的元年，软件ETF(159852)近半年新增规模同类居首！

Group 1 - The software ETF has seen a turnover of 1.4% during trading, with a transaction volume of 40.2062 million yuan, and ranks first among comparable funds in terms of average daily trading volume over the past month at 192 million yuan [1] - The software ETF has experienced a significant growth in scale, increasing by 1.501 billion yuan over the past six months, also ranking first among comparable funds [1] - The software ETF has added 15.3 million shares in the past month, achieving notable growth and ranking first in terms of new shares among comparable funds [1] - The latest net outflow of funds from the software ETF is 8.6138 million yuan, but it has attracted a total of 119 million yuan over the last 18 trading days [1] - Leveraged funds are actively investing, with the latest margin buying amounting to 9.7914 million yuan and the latest margin balance reaching 122 million yuan [1] Group 2 - According to CITIC Securities, 2025 is expected to be a pivotal year for AI application deployment, with AI Agent application scenarios likely to experience rapid growth [1] - Management software is identified as one of the best scenarios for AI Agent deployment, with traditional industry leaders having significant advantages due to their long-term industry accumulation [1] - The financial, human resources, sales, production, and supply chain management software sectors are highlighted as key areas for monitoring AI's commercial progress, with a focus on investment opportunities in leading companies within the enterprise service sector [1] Group 3 - As of April 30, 2025, the top ten weighted stocks in the CSI Software Service Index include iFLYTEK, Kingsoft Office, Tonghuashun, Runhe Software, Hengsheng Electronics, 360, Tuo Wei Information, Softcom Power, Yonyou Network, and China Software, collectively accounting for 60.07% of the index [2] - Investors can also access AI software investment opportunities through the software ETF linked fund (012620) [2]