With the increase in AI inference demand, the demand for tokens is growing rapidly. The Guotai CSI All Share Software ETF (515230) has corrected over 3%, seizing the opportunity to position in AI software at a low level

With the increase in AI inference demand, the demand for Tokens is growing rapidly, and the software ETF Guotai (515230) has corrected by over 3%. Guohai Securities pointed out that the demand for Tokens has significantly increased driven by AI inference demand, and it is expected that the compound annual growth rate of Token consumption could reach 3418% from 2025 to 2030. Cloud service providers are gradually raising the prices of related products due to AI computing power bottlenecks and rising costs. The software ETF Guotai tracks the software index, reflecting the overall performance of the software industry. Risk warning: Individual stock analysis does not constitute investment advice