Group 1 - The core viewpoint is that generative AI is transforming the business model of the computer and software development industry from a traditional "licensed software model" to a "results-based service model" [1] - AI applications are becoming labor substitutes, with the service market scale far exceeding that of traditional software markets [1] - Chinese B-end software companies lag behind overseas counterparts in the AIGC field, primarily due to a preference for the "hardware + free software" model and lower willingness to pay [1] Group 2 - Overseas software giants have a first-mover advantage in AI application development, collaborating directly with leading large model manufacturers, while China's general large models are still in a catch-up phase [1] - The manufacturing sector is a stronghold for China, providing high-quality landing scenarios for AI technology, indicating significant application potential for AI in manufacturing [1] - The rapid development of C-end AIGC applications in China is led by major tech companies leveraging large model capabilities, resulting in superior user experiences [1] Group 3 - Enterprise service software is an ideal landing scenario for AI Agents, which can enhance efficiency and automate business processes, with 82% of enterprises planning to integrate AI Agents into workflows over the next three years [1] - The software ETF tracks a software index compiled by China Securities Index Co., which selects listed companies involved in software development, services, and related businesses from the A-share market to reflect the overall performance of the software industry [1] - This index is characterized by high technological content and growth potential, serving as an important indicator of the development of China's software industry [1]
软件ETF(515230)上涨1.55%,行业景气分化与AI转型成焦点
Mei Ri Jing Ji Xin Wen·2025-06-26 04:32