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AI office is entering a period of large-scale implementation, and the software ETF Harvest (159852) is receiving significant market attention

腾讯新闻 - 财经
Apr 3, 2026 at 03:49 AM
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On April 3, 2026, the CSI Software Services Index fell by 0.71%. The performance of constituent stocks varied, with sinnet rising by 3.07%, while COMPASS dropped by 2.96%. Alibaba's Qwen 3.6-Plus ranked second in the global AI programming capability list, marking a shift in the software industry towards the "AI-native" stage. Zhongyou Securities pointed out that office software manufacturers like WPS are driving intelligent transformation, and it is expected that by the end of 2025, WPS AI monthly active users will exceed 80.13 million. The software ETF Harvest (159852) has become a convenient tool for investors to lay out AI software

As of the morning close on April 3, 2026, the CSI Software Services Index fell by 0.71%. Among the constituent stocks, there were mixed performances, with sinnet leading the gains at 3.07%, Yuntian Lifei rising by 2.79%, and Tuowei Information increasing by 1.47%; COMPASS led the declines at 2.96%, Langxin Technology fell by 2.95%, and Weining Health dropped by 2.85%.

In news, on April 3, the globally renowned large model blind test ranking list LMArena released the latest rankings for Code Arena, which focuses on AI programming capabilities. Alibaba's latest generation large language model Qwen 3.6-Plus ranked second on the global list, surpassing international giants such as OpenAI, Google, and xAI, becoming the highest-ranked Chinese large model on the list.

The software industry is accelerating towards a new stage of "AI native" and "intelligent agency." Zhongyou Securities pointed out that office software manufacturers represented by WPS have established a dual-track strategy of "Office AI reconstruction and upgrade" and "AI Office native exploration," promoting the transition of office software from functional tools to intelligent agents with autonomous planning and execution capabilities. By the end of 2025, WPS AI's domestic monthly active users are expected to exceed 80.13 million, a year-on-year increase of 307%, with an average daily Token call volume exceeding 200 billion, a year-on-year increase of over 12 times, indicating that AI capabilities are deeply penetrating high-frequency office scenarios, marking the entry of AI office into a period of large-scale implementation.

Data shows that as of March 31, 2026, the top ten weighted stocks in the CSI Software Services Index are iFLYTEK, Tonghuashun, Kingsoft Office, Tuowei Information, Hang Seng Electronics, 360, COMPASS, Runhe Software, Shenxinfeng, and Zhongke Xingtou, with the top ten weighted stocks accounting for a total of 59.47%.

The software ETF Harvest (159852) tracks the CSI Software Services Index and serves as a convenient tool for capitalizing on the computer software industry.

Offshore investors can also seize AI software investment opportunities through the software ETF linked fund (012620)

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