Kingsoft Office(SH:688111) Ge Long Hui A P P·2025-10-13 02:36Core Viewpoint - Domestic software stocks are rising against the trend, with Kingsoft Office increasing over 12%, which has positively impacted the Sci-Tech AI ETF (588790) [1] Group 1: Market Performance - The Sci-Tech AI ETF (588790) covers the entire industrial chain of the artificial intelligence sector, with leading companies such as Cambricon, Chipone, and Kingsoft Office, where Kingsoft Office has the highest weight at 9.32% among all ETF tracking indices [1] - In the past two trading days, the Sci-Tech AI ETF (588790) has seen a net inflow of 177 million yuan, with total inflows exceeding 4.491 billion yuan this year, bringing its latest scale to 6.941 billion yuan, ranking first among the same index [1] Group 2: Policy Impact - The Ministry of Commerce's announcement on October 9 regarding export controls on certain foreign rare earth-related items with Chinese components has sparked discussions, particularly the shift to WPS format for attachments and the requirement for application documents to be submitted in Chinese [1] Group 3: Investment Outlook - Guotai Junan points out that asset declines caused by external shocks present a good opportunity to increase holdings in the Chinese market, emphasizing the internal certainty of China's "transformation bull" trend, which includes accelerated transformation, sinking risk-free returns, and capital market reforms [1] - The ongoing demand from Chinese society and investors for quality assets, especially those with solid development logic, suggests that asset declines due to external conflicts and disturbances may actually represent buying opportunities [1]