Xin Lang Cai Jing·2025-06-19 05:52Market Performance - The CSI Software Service Index decreased by 1.39% as of June 19, 2025, with mixed performance among constituent stocks [1] - Notable gainers included Electric Science Cybersecurity with a 10% increase, and Zhongke Xingtou rising by 3.10% [1] - Leading decliners were Tonghuashun, Hengsheng Electronics, and Wealth Trend [1] ETF Activity - The Software ETF (159852) experienced a turnover of 2.59% and a transaction volume of 76.01 million yuan [3] - Over the past year, the Software ETF has an average daily transaction volume of 154 million yuan, ranking first among comparable funds [3] - The ETF's scale increased by 29.98 million yuan in the past week, also ranking first among comparable funds [3] - The latest share count for the Software ETF reached 3.823 billion, marking a one-month high [3] - Recent net inflow into the Software ETF was 23.11 million yuan, with a total of 41.70 million yuan over the last five trading days [3] - The Software ETF's net value increased by 29.42% over the past year, ranking 419 out of 2857 in the index stock fund category [3] Industry Insights - The 2025 Nanjing Software Conference, themed "Industrial Software Empowering Open Source Innovation," took place from June 17 to 19, focusing on industrial software, trusted computing industry, and open-source ecology [3] - Haotong International Securities highlighted that AI is reshaping software development processes, relying heavily on large language models (LLMs) and agent capabilities [4] - AI is expected to penetrate deeper into operating system development and lower-level technologies, enabling users to create applications with low-code or no-code solutions, thus expanding software coverage and lowering development barriers [4] Key Stocks - As of May 30, 2025, the top ten weighted stocks in the CSI Software Service Index accounted for 59.85% of the index, including Keda Xunfei, Kingsoft Office, and Tonghuashun [5] - The performance of key stocks included Keda Xunfei down by 0.88%, Kingsoft Office down by 1.03%, and Tonghuashun down by 2.95% [7] - Investors can also access AI software investment opportunities through the Software ETF linked fund (012620) [7]