Group 1: Software ETF Performance - The Software ETF has a turnover rate of 5.72% during trading, with a transaction volume of 214 million yuan [2] - As of July 15, the Software ETF's latest scale reached 3.715 billion yuan, marking a three-month high and ranking first among comparable funds [2] - The Software ETF's latest share count is 4.549 billion shares, achieving a one-year high and also ranking first among comparable funds [2] - Over the past three days, the Software ETF has seen continuous net inflows, with a peak single-day net inflow of 338 million yuan, totaling 443 million yuan [2] - The leveraged funds continue to invest, with a net financing amount of 1.3074 million yuan this month and a latest financing balance of 12.3 million yuan [2] - The Software ETF's net value has increased by 8.30% over the past three years, with the highest monthly return since inception being 39.35% [2] Group 2: AI and Software Industry Trends - According to Zheshang Securities, enterprise services will be the fastest application scenario for AI Agents, benefiting SaaS vendors in office, ERP, and marketing sectors [3] - By 2028, it is expected that 33% of enterprise software applications will incorporate agent-based artificial intelligence [3] - The overseas trend indicates that AI cloud business profitability is strong, with IT service providers expecting revenue growth, and AI application vendors showing significant improvement in profit quality [3] - As of June 30, 2025, the top ten weighted stocks in the CSI Software Service Index include iFLYTEK, Kingsoft Office, and Tonghuashun, collectively accounting for 60.56% of the index [3] Group 3: Stock Performance of Key Companies - The stock performance and weight of key companies in the software sector are as follows: iFLYTEK (0.44%, 11.19%), Kingsoft Office (0.32%, 8.92%), and Tonghuashun (0.21%, 7.79%) [5] - Other notable companies include Hengsheng Electronics (-1.69%, 5.42%) and Softcom Power (0.24%, 4.18%) [5] - Investors can also access AI software investment opportunities through the Software ETF linked fund (012620) [5]

Group 1 - The software service index of Zhongzheng has decreased by 1.21% as of July 2, 2025, with mixed performance among constituent stocks [1] - The leading stocks include Zhongke Xingtou up by 0.61%, Zhinan Compass up by 0.46%, and Zhongke Software up by 0.36%, while Weining Health led the decline [1] - The software ETF (159852) has seen a cumulative increase of 3.62% over the past week as of July 1, 2025 [1] Group 2 - The software ETF recorded a turnover rate of 1.48% with a transaction volume of 46.95 million yuan, and the average daily transaction volume over the past week was 239 million yuan, ranking first among comparable funds [4] - The latest scale of the software ETF reached 3.209 billion yuan, a three-month high, and the latest share count reached 4.004 billion, a one-year high, both ranking first among comparable funds [4] - The software ETF has seen a net inflow of 48.96 million yuan, with three out of the last five trading days showing net inflows totaling 178 million yuan [4] Group 3 - In the commercialization of AI large models, the revenue contribution from AI applications is experiencing rapid growth, particularly in code generation, visual understanding, and advanced reasoning [5] - The AI application and financial technology era has arrived, with AI agents leading a software revolution at a pivotal point, opening new opportunities for financial technology innovation [5] - As of June 30, 2025, the top ten weighted stocks in the Zhongzheng software service index accounted for 60.56% of the index, including Keda Xunfei, Kingsoft Office, and Tonghuashun [5] Group 4 - The top ten stocks by weight in the software service index have shown varying declines, with Keda Xunfei down by 1.36% and Kingsoft Office down by 1.83% [7] - Investors can also access AI software investment opportunities through the software ETF linked fund (012620) [7]