---
title: "The main line of AI applications is soaring! Guotai Software ETF (515230) surged over 5%, with the demand for AI expected to continue rising"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/281968627.md"
description: "On April 8th, the Guotai CSI All Share Software ETF (515230) surged over 5% due to the continuous increase in AI demand. Open Source Securities pointed out that the predictability of AI demand will drive the cloud computing industry into a new phase centered on AI computing power premiums, and the software industry will also welcome opportunities. As the scale of domestic enterprise-level intelligent agents accelerates, Token consumption will significantly increase. This ETF tracks the software index (H30202), reflecting the overall performance of publicly listed companies in the software industry. Risk warning: Individual stock analysis does not constitute investment advice, and investment should be approached with caution"
datetime: "2026-04-08T03:38:16.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/281968627.md)
  - [en](https://longbridge.com/en/news/281968627.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/281968627.md)
---

# The main line of AI applications is soaring! Guotai Software ETF (515230) surged over 5%, with the demand for AI expected to continue rising

On April 8th, the AI application mainline surged! The software ETF Guotai (515230) rose over 5%, with AI demand foreseeably continuing to increase.

KaiYuan Securities pointed out that the foreseeability of AI demand is expected to drive the cloud computing industry out of low-price competition and enter a new stage centered on AI computing power premiums, with opportunities also emerging on the software side. As domestic model capabilities continue to improve and Agent technology and application ecosystems mature rapidly, the scale of active intelligent agents in domestic enterprises is accelerating, which will lead to a significant increase in Token consumption. AI applications are transforming from life scenarios to productivity tools and evolving from Chat to Agent, which is expected to drive deeper reasoning and longer invocation chains, thereby promoting sustained high growth in underlying Token consumption. On the demand side, Token invocation is growing exponentially, while on the supply side, the procurement costs of upstream core hardware are significantly rising, indicating that the cloud computing industry is likely to enter a new stage centered on AI computing power premiums.

The software ETF Guotai (515230) tracks the software index (H30202), which mainly reflects the overall performance of publicly listed companies in the software industry, with constituent stocks covering various software development and service enterprises. This index focuses on the information technology sector, including but not limited to application software, system software, and internet services, to reflect trends in technological innovation and digital transformation.

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