软件ETF（515230）涨超1.1%，机构称AI工具迭代加速设计开发协同

Group 1 - The core viewpoint is that enterprise services will be the fastest scenario for AI Agents to take root, with SaaS vendors in office, OA, ERP, and marketing expected to benefit due to their advantages in data entry, organizational interaction, and clear process management rules [1] - The commercial value of AI Agents lies in reducing costs, increasing efficiency, and providing personalized services, transitioning from assistance to execution [1] - By 2028, it is expected that 33% of enterprise software applications will include agent-based artificial intelligence [1] Group 2 - Overseas trends indicate that AI cloud business profitability is strong, with IT service providers expected to see an increase in revenue growth rates, and AI application vendors showing significant improvement in profit quality [1] - In China, trends may include multi-Agent integration, foundational AI infrastructure development, and an increase in SaaS payment models [1] - The software ETF tracks a software index compiled by China Securities Index Co., which selects listed companies involved in software development and IT services from the Shanghai and Shenzhen markets to reflect the overall performance of the software industry [1]