行业与指数层面，软件板块受益于技术迭代与场景落地，科大讯飞等企业在大模型领域的突破进一步带 动板块情绪，中证软件服务指数选取业务涉及软件开发领域的上市公司证券作为样本，精准覆盖板块核 心标的；需注意的是，当前市场上同名软件相关产品跟踪的指数存在明显差异，投资者需区分标的以精 准布局。 软件 ETF（159852）当前管理费率为 0.50%（每年），托管费率为 0.10%（每年），没有股票账户的投 资者还可以通过联接基金（012619.OF，012620.OF，021861.OF）布局板块投资机遇。 声明：市场有风险，投资需谨慎。本文为 AI 基于第三方数据生成，仅供参考，不构成个人投资建议。 资讯所属栏目还有更多独家策划、专家专栏，免费查阅>> 1月9日消息，据数据显示，截至10：48，个股方面，中科星图、卫宁健康涨超 11%，光环新网涨超 7%，宝信软件、深信服涨超4%，合合信息、同花顺、三六零等涨超 3%. 热门 ETF 方面，软件 ETF（159852）涨 2.63%，盘中成交额达 2.57亿元，换手率达3.81%。天天基金网 数据显示，该基金近 6 月涨 14.22%，近 1 年涨 29.90%。 消 ...

A股全天震荡走强，沪指上涨1.5%再创近十年新高。盘面上，软件概念股持续拉升，同花顺涨超12%， 指南针涨超9%，财富趋势涨超8%。 值得注意的是，Wind数据显示，2025年软件ETF（159852）累计净流入资金近44亿元。 有分析认为，当前，中国软件和信息技术服务业正从规模扩张向高质量发展阶段全面迈进。一方面，国 内产业数字化进入深水区，工业互联网、智慧城市等场景对软件的可靠性、安全性和智能化水平提出更 高要求。另一方面，以生成式人工智能（AIGC）、大模型、云原生及开源协作等为代表的新兴技术快 速迭代，正成为驱动行业转型升级的关键引擎。 此外，在当前全球科技竞争日益激烈的背景下，基础软件的自主可控不仅是国家安全的需求，也是产业 可持续发展的必然选择。未来基础软件企业将面临更高的技术要求和更强的竞争压力，但也意味着更多 的市场机遇。 （文章来源：每日经济新闻） 受盘面影响，跟踪中证软件服务指数的软件ETF（159852）上涨2.46%。 基本面上，工信部发布的2025年1~11月份软件业运行情况显示，2025年前11个月，我国软件和信息技术 服务业运行态势良好，软件业务收入稳健增长，利润总额增势放缓，软 ...

资讯所属栏目还有更多独家策划、专家专栏，免费查阅>> 软件ETF（159852）跟踪中证软件服务指数，前十大权重股分别为科大讯飞、金山办公、同花顺、指南 针、恒生电子、拓维信息、润和软件、三六零、软通动力、深信服，权重合计超60.89%。 软件ETF（159852）当前管理费率为0.50%（每年），托管费率为0.10%（每年），没有股票账户的投资 者还可以通过联接基金（012619.OF，012620.OF，021861.OF）布局板块投资机遇。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 市场1月5日消息，据上交所数据显示，今日上证指数再度站上4000点，截至14:05，上证指数上涨 1.32%，中证软件指数上涨3.41%，个股方面，合合信息涨超7%，科大讯飞涨超6%，指南针、同花顺等 涨超3%。热门ETF方面，软件ETF（159852）涨3.36%。 消息面上，DeepSeek近日发布论文，阐述了一种更为高效的人工智能开发方法。该论文由创始人梁文 锋参与撰写，提出了名为"流形约束超连接"（mHC）的框架。作者称，该框架旨在提升可扩展性，同 时降低训练先进人工 ...

值得注意的是，Wind数据显示，前10个月，软件ETF（159852）份额增加42.7亿份，累计净流入资金逾 36亿元。 A股全天震荡走强，软件概念股午后快速拉升，指南针、财富趋势、同花顺等涨幅居前。 热门ETF中，软件ETF（159852）全天上涨1.66%。拉长时间看，软件ETF（159852）跟踪的中证软件服 务指数年内稳步走高，累计涨幅近11%。 基本面上，工信部发布的2025年1—10月份软件业运行情况显示，前10个月，我国软件业务收入125104 亿元，同比增长13.2%。软件业利润总额15721亿元，同比增长7.7%。软件业务出口510.9亿美元，同比 增长6.7%，增速连续8个月保持正增长。 有机构表示，在当前全球科技竞争日益激烈的背景下，基础软件的自主可控不仅是国家安全的需求，也 是产业可持续发展的必然选择。未来基础软件企业将面临更高的技术要求和更强的竞争压力，但也意味 着更多的市场机遇。随着国产化替代的持续推进和产业链金融服务的不断深化，基础软件企业将有望实 现从"跟跑"到"并跑"再到"领跑"的转变，为我国新型工业化和高质量发展提供坚实的底层技术支撑。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint of the articles highlights the positive performance of the software industry in China, with significant growth in revenue and profits, as well as a favorable government policy promoting domestic products in procurement [1][2]. Group 2 - As of 13:21, the Shenzhen Component Index rose by 1.54%, the ChiNext Index increased by 1.34%, and the CSI Software Index saw a rise of 2.87%. Notable individual stock performances included Keda Xunfei up over 6% and several others like 360 and China Software rising over 3% [1]. - The software business revenue reached 96,409 billion yuan in the first eight months of 2025, marking a year-on-year increase of 12.6%. The total profit of the software industry was 13,186 billion yuan, reflecting a 13.0% year-on-year growth [2]. - Software business exports amounted to 404.4 million USD, showing a year-on-year growth of 6.4% [2]. - The Software ETF (159852) tracking the CSI Software Service Index had a management fee rate of 0.50% and a custody fee rate of 0.10% annually. The top ten weighted stocks in the ETF account for over 62.41% of the total weight [2].

Core Insights - The proactive layout of ETFs by the company has shown effectiveness, particularly in the context of the AI era, emphasizing the combination of "hard technology + soft power" as a driving force for industry logic [1][2][3] - The company has established a comprehensive investment map focusing on four major directions: "Digital AI," "Self-Control," "Life Technology," and "Green Low-Carbon," indicating a strategic approach to future economic growth [4][5] ETF Performance - The Sci-Tech Chip ETF (588200) has become the leading ETF in the chip sector, demonstrating stronger explosive power during chip market rallies compared to its peers [2][3] - The Software ETF (159852), recognized as one of the ETFs with the highest AI application content, has grown to a scale of 5 billion yuan, making it the leading software ETF in the market [3][11] - Over the past year, several ETFs under the company have seen significant returns, with the Hang Seng Medical ETF achieving a return of 100.95% and the Sci-Tech Chip ETF returning 67.13% [6][7] Investment Opportunities - The rapid advancements in foundational AI models and the flourishing of AI applications are creating new investment opportunities, particularly in software, which is becoming a profit center [3][4] - The company has identified that without chips, AI lacks its essence, and without software, AI cannot function effectively, highlighting the interdependence of these sectors [3][4] Market Trends - The total scale of domestic ETFs has reached 4.64 trillion yuan, with 1,234 products available, indicating a growing market for ETF investments [8] - The company has introduced innovative tools like the "Super Jia Bei" index investment tool to help investors navigate the complex ETF landscape and select suitable products [8][9] Strategic Focus - The company emphasizes a deep understanding of industry dynamics to identify enterprises with genuine technological breakthrough potential, rather than merely chasing market trends [4][5] - The focus on "self-control" aligns with national economic security and industrial safety, while the "green low-carbon" strategy responds to the national dual carbon goals [5][12]

Core Viewpoint - The article emphasizes that in the second half of passive investment, the key to success lies not only in the breadth and depth of product offerings but also in the quality of service provided to investors, highlighting the importance of a "super ETF" ecosystem developed by the company [1][14]. Group 1: Market Trends and Growth - The total scale of ETFs in China has surpassed 4.6 trillion yuan, reflecting rapid growth, with the market structure showing a "winner-takes-all" trend where the top 12 fund companies hold over 80% of the market share [2][8]. - The company has achieved a management scale of over 290 billion yuan in ETFs, positioning itself among the top five in the industry [3][8]. Group 2: Investment Strategies and Product Offerings - The company focuses on passive investment tools that allow ordinary investors to participate in market trends, offering advantages such as risk diversification, cost optimization, and systematic capture of industry dividends [4][6]. - The company has launched several ETFs targeting key sectors, including AI, new energy, and biomedicine, with notable products like the Sci-Tech Chip ETF (588200) and Software ETF (159852) showing significant growth [5][6]. Group 3: Performance Metrics - The Sci-Tech Chip ETF (588200) has grown from 367 million yuan to 31.74 billion yuan, marking an 86-fold increase since its inception [5]. - The company’s ETFs have shown impressive performance, with the Hang Seng Medical ETF achieving a return of 100.95% over the past year [6][7]. Group 4: Product Development and Innovation - The company has developed a comprehensive product matrix that includes core broad-based ETFs and actively managed thematic products, ensuring alignment with investor needs [9][15]. - The introduction of the "Super ETF" brand and related investment tools aims to enhance investor experience and provide tailored solutions [14][16]. Group 5: Future Outlook - The article suggests that the future of passive investment will focus on value rather than just fee competition, with the company positioning itself to meet evolving investor demands through enhanced service offerings [18].

Group 1 - The core viewpoint of the article highlights the strong performance of AI hardware and the potential for software applications to follow suit, driven by recent industry developments and favorable catalysts [2][8][13] - AI hardware stocks, such as Nvidia and leading optical module companies, have shown significant gains, indicating a robust market trend [2][8] - The release of H20 chip regulations and the listing of domestic AI chip companies are expected to enhance AI computing resources in China, paving the way for software applications to thrive [2][15] Group 2 - Historical trends suggest that hardware typically leads software in technology cycles, with the current phase expected to follow this pattern, potentially making software the next focus of the AI market [2][3] - The software index has shown a strong correlation with AI market trends, with notable increases in value during key AI market phases, such as a 48.7% rise from January to early April 2023 [7][8] - The software ETF (159852.SZ) is identified as a suitable investment vehicle for those looking to capitalize on AI application growth, given its focus on leading software companies [9][12] Group 3 - The AI application market in China is projected to grow significantly, with the core industry expected to reach 683.2 billion yuan in 2024, reflecting a year-on-year growth of 28.7% [15] - The structure of the software ETF aligns well with the market's focus on enterprise-level AI solutions, which account for 64% of the industry, indicating a strong potential for future growth [15][16] - Major companies in the AI sector are increasing their R&D investments, suggesting a competitive landscape that will drive further advancements in AI applications [15]

Core Insights - The ETF market in China has surpassed 4 trillion yuan in total scale for the first time, achieving a 15% quarter-on-quarter growth, indicating a thriving industry [2] - Leading companies in the ETF space, particularly Jiashi Fund, have demonstrated strong management capabilities and significant market share, with Jiashi Fund holding 260 billion yuan in ETF scale [2][3] - The competitive advantage of top companies lies in their proactive product development and industry foresight, as evidenced by Jiashi Fund's early launches of innovative ETFs [3][4] Market Dynamics - The top 12 fund companies account for over 80% of the market share, with the top five companies holding nearly 60% [2] - Jiashi Fund has launched 25 innovative products in the past five years, with five new ETFs introduced in the first half of this year alone [3] - Jiashi Fund's ETFs, such as the Sci-Tech Chip ETF and Rare Earth ETF, have capitalized on emerging industry trends, showcasing their ability to predict market movements [3][4] Performance Metrics - As of July 10, Jiashi's Sci-Tech Chip ETF has seen a growth of over 58%, while the Software ETF and Rare Earth ETF have increased by over 55% and nearly 40%, respectively [4] - These ETFs have experienced net subscriptions in the past six months, reflecting strong investor interest and confidence in their performance [4] Service Evolution - The service capabilities of fund companies are becoming a new competitive dimension, with Jiashi Fund launching the "Super Jiabei" index investment service mini-program to enhance investor experience [6] - Jiashi Fund has developed an ETF ecosystem that emphasizes not only investment but also strategic guidance and market response, improving overall investor experience [7] - The introduction of tools and manuals, such as the "Artificial Intelligence + ETF Investment Guide," aims to assist investors in understanding industry trends and making informed decisions [7]

Group 1 - The A-share market saw a collective low opening on May 26, with the Shanghai Composite Index rebounding into positive territory, while the CSI Software Service Index increased by 0.04% [1] - The Software ETF (159852) experienced a fluctuation with a rise of 0.52%, indicating active trading during the session. Notable constituent stocks included Zhongke Software, which rose over 4%, along with China Software, Shiji Information, Zhongke Chuangda, and Taiji Co., Ltd. [1] - The Software ETF (159852) closely tracks the CSI Software Service Index, which includes 30 listed companies involved in software development and services, reflecting the overall performance of the software service industry [1] Group 2 - The first "A swallow A" case emerged following new regulations, with Haiguang Information Technology Co., Ltd. planning to merge with Zhongke Shuguang through a share swap, marking the first absorption merger transaction since the revision of the Major Asset Restructuring Management Measures on May 16 [2] - Zhongke Shuguang is a leading company in the domestic information industry, with strong technical capabilities in high-end computing, storage, and cloud computing, while Haiguang Information focuses on the design and development of domestic architecture CPUs and DCUs [2] - According to Jiangyin International, investors should focus on technological development and transformation themes, particularly artificial intelligence, which is expected to be a key technological change in the near future [2] Group 3 - Western Securities emphasizes that AI Agents and computing power remain clear investment directions, anticipating accelerated commercialization of AI Agents in the second half of the year and a reevaluation of software company values due to MaaS [3] - The firm also highlights the acceleration of domestic innovation in the upstream chip sector within the computing power industry chain, suggesting opportunities for valuation recovery and new product anticipation in the subsequent supply chain companies [3]