AI应用蓄势待发，软件ETF(159852)聚焦AI软件投资机遇

Group 1 - The software development sector is showing strength, with the CSI Software Service Index rising by 1.03% as of January 6, 2026, and key stocks like Tonghuashun up by 7.70% and Guiding Compass up by 6.37% [1] - The Ministry of Industry and Information Technology reported that from January to November 2025, China's software and information technology service industry generated revenue of 139,777 billion yuan, a year-on-year increase of 13.3%, with total profits of 16,954 billion yuan, up 6.6% [1] - Software exports reached 568.9 million USD, marking an 8.1% year-on-year growth, maintaining positive growth for nine consecutive months [1] - The Ministry also released guidelines to accelerate the development of new internet exchange centers, focusing on deploying cutting-edge technologies such as AI, quantum communication, and privacy computing [1] - Huazhang Securities highlighted the strong growth potential of the computer and software development industry, supported by policy initiatives and advancements in key areas like AI and quantum technology [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the CSI Software Service Index include iFlytek, Kingsoft Office, and Tonghuashun, collectively accounting for 60.89% of the index [2] - The Software ETF (159852) tracks the CSI Software Service Index, providing a convenient tool for investing in the computer software industry [3] - Investors can also access AI software investment opportunities through the Software ETF linked fund (012620) [4]