Sou Hu Cai Jing·2025-07-10 03:43Group 1: Software ETF Performance - The Software ETF has a turnover rate of 1.57% with a transaction volume of 49.91 million yuan, and its average daily transaction volume over the past year is 161 million yuan, ranking first among comparable funds [1] - Over the past two weeks, the Software ETF has seen a scale increase of 1.77 million yuan, achieving significant growth and ranking first in new scale among comparable funds [1] - In the last ten trading days, the Software ETF experienced net inflows on six days, totaling 240 million yuan [1] - The latest margin buying amount for the Software ETF reached 8.39 million yuan, with a margin balance of 112 million yuan [1] - As of July 9, the Software ETF's net value has increased by 55.55% over the past year, ranking 141 out of 2907 in the index equity fund category, placing it in the top 4.85% [1] - The highest monthly return since inception for the Software ETF is 39.35%, with the longest consecutive monthly increase being three months and the longest increase percentage being 69.40% [1] Group 2: Industry Outlook and Key Stocks - Citic Securities suggests focusing on "AI mainline" opportunities, particularly in AI Agents and computing power sectors, including management/office software, medical IT, computing power, servers, and cloud vendors, while also considering structural opportunities in stablecoins, trusted computing, low-altitude economy, and robotics [2] - As of June 30, 2025, the top ten weighted stocks in the CSI Software Service Index include iFlytek, Kingsoft Office, Tonghuashun, Hang Seng Electronics, Runhe Software, 360, Softcom Power, Tuowei Information, Guiding Compass, and China Software, collectively accounting for 60.56% of the index [2] Group 3: Stock Performance - The stock performance of key companies shows slight declines for iFlytek (-0.15%), Kingsoft Office (-0.67%), and Hang Seng Electronics (-0.59%), while Tonghuashun saw a slight increase of 1.07% [4]