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自主可控+AI赋能，软件行业迎业绩拐点，软件ETF易方达(562930)备受关注
Xin Lang Cai Jing·2025-11-03 09:03

Group 1: Market Overview - The market is experiencing fluctuations after the Shanghai Composite Index approached 4000 points, with the software sector showing strong performance, particularly in AI corpus, software development, and Hongmeng concepts [1] - The software industry is expected to enter a growth phase, supported by policies promoting domestic software autonomy and AI-driven application prosperity [1] Group 2: Company Performance - Leading software company Kingsoft Office reported a revenue of 1.521 billion yuan in Q3, a year-on-year increase of 25.33%, and a net profit of 431 million yuan, up 35.42% year-on-year, driven by AI product launches and refined market operations [1] - Cybersecurity leader 360 achieved a revenue of 6.068 billion yuan in the first three quarters, an increase of 8.18%, while reducing net losses to 122 million yuan from 579 million yuan last year, marking a reduction of approximately 78.93% [2] Group 3: Policy Support - The 14th Five-Year Plan emphasizes strengthening original innovation and tackling key core technologies, promoting breakthroughs in critical areas such as basic software and integrated circuits, which aligns with the trend of domestic software and hardware localization [3] - The push for software autonomy is expected to increase the importance of domestic software in the context of national technological competition [3] Group 4: AI Innovations - Since 2025, global model innovations have entered a phase of orderly and high-quality development, with improvements in model capabilities and reductions in costs, facilitating rapid application development [4] - The DeepSeek team has introduced innovations in hardware architecture and model design, contributing to cost-effective large-scale training and inference [4] Group 5: Investment Opportunities - The E Fund Software ETF (562930) focuses on core sectors within the software industry, tracking the CSI Software Service Index, which includes leading companies like iFlytek, Kingsoft Office, and 360 [5]