ROYALFLUSH INFO(SZ:300033) Xin Lang Cai Jing·2025-08-11 05:32Core Viewpoint - The software service index has shown strong performance, with significant gains in key stocks and a notable increase in the software ETF, indicating a positive trend in the AI software investment landscape [1][3]. Group 1: Market Performance - As of August 11, 2025, the CSI Software Service Index rose by 2.21%, with notable increases in stocks such as Tonghuashun (up 8.27%) and Zhinan (up 5.29%) [1]. - The software ETF (159852) increased by 1.92%, reflecting strong market interest [1]. Group 2: Liquidity and Fund Flow - The software ETF had a turnover rate of 6.24% during the trading session, with a transaction volume of 331 million yuan [3]. - Over the past month, the software ETF has averaged a daily transaction volume of 375 million yuan, ranking first among comparable funds [3]. - The software ETF's scale increased by 10.3 million yuan over the past week, also ranking first among comparable funds [3]. - The ETF's shares grew by 27.5 million shares in the past week, marking significant growth and leading among comparable funds [3]. - The latest net inflow for the software ETF was 147 million yuan, with a total of 224 million yuan net inflow over three of the last five trading days [3]. Group 3: Performance Metrics - Since its inception, the software ETF has achieved a maximum monthly return of 39.35%, with the longest streak of consecutive monthly gains being three months and a total increase of 69.40% during that period [3]. - The average return during the months of increase is 9.75% [3]. Group 4: Industry Insights - According to Hu Long Securities, the competition in AI capabilities and computing power is intensifying, with domestic open-source foundational models promoting AI technology equality and breakthroughs in domestic computing power [3]. - The enhancement of large model agent capabilities is expected to overcome application bottlenecks in software development, providing new insights for software developers in architecture design [4]. - The top ten weighted stocks in the CSI Software Service Index as of July 31, 2025, include Keda Xunfei, Kingsoft Office, and Tonghuashun, collectively accounting for 61.39% of the index [4][6].