软件ETF(159852)连续3天净流入，最新规模创成立以来新高，同类居首！

Group 1: ETF Performance - The software ETF has a turnover rate of 3.57% during trading, with a transaction volume of 178 million yuan [1] - As of July 23, the software ETF's latest scale reached 4.862 billion yuan, marking a new high since its inception and ranking first among comparable funds [1] - The latest share count for the software ETF is 5.865 billion shares, also a new high since inception, ranking first among comparable funds [1] - The software ETF has seen continuous net inflows over the past three days, with a maximum single-day net inflow of 444 million yuan, totaling 764 million yuan [1] - Since its inception, the software ETF has achieved a maximum monthly return of 39.35%, with the longest consecutive monthly gains being three months and a total increase of 69.40%, averaging a monthly return of 9.98% [1] Group 2: AI Market Growth - The AI application market in China has continued to grow significantly, with the Ministry of Industry and Information Technology reporting that the core AI industry scale reached 683.2 billion yuan in 2024, a year-on-year increase of 28.7%, significantly higher than the global average growth rate [1] - According to predictions from the China Academy of Information and Communications Technology, the scale of China's core AI industry is expected to exceed 1.2 trillion yuan by 2027, maintaining a compound annual growth rate of over 25% [1] Group 3: Industry Developments - Policy-wise, Shanghai is continuously improving its industrial chain, promoting the construction of standard systems and open-source platforms, accelerating the implementation of technology at the enterprise level [2] - Globally, the application of RISC-V is extending into multiple fields, with an expected shipment volume exceeding 20 billion units by 2031 [2] - The resumption of NVIDIA's H20 exports to China is expected to alleviate losses caused by export restrictions and support the development of the domestic AI computing power industry chain [2] - The release of the first AI agent safety testing standard, the AI STR series, fills a gap in the industry and lays a solid foundation for the development of the AI agent ecosystem, with domestic AI development expected to accelerate [2] Group 4: Key Stocks in Software Sector - As of June 30, 2025, the top ten weighted stocks in the CSI Software Service Index include iFlytek, Kingsoft Office, Tonghuashun, Hangzhou Electronic, Runhe Software, 360, Softcom Power, Tuo Wei Information, Guiding Compass, and China Software, collectively accounting for 60.56% of the index [2] - The performance and weight of key stocks are as follows: - iFlytek: +0.52%, 13.93% weight - Kingsoft Office: +0.83%, 8.15% weight - Tonghuashun: +2.26%, 7.39% weight - Hangzhou Electronic: +2.06%, 6.39% weight - Runhe Software: +0.68%, 5.09% weight - 360: +0.85%, 4.49% weight - Softcom Power: +1.04%, 3.92% weight - Tuo Wei Information: +0.45%, 3.91% weight - Guiding Compass: +5.28%, 3.62% weight - China Software: +0.73%, 3.50% weight [4]