---
title: "The premium of AI computing power brings opportunities in the software sector, with Guotai Software ETF (515230) falling over 2.6%, seizing the opportunity for low-position layout"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/282154482.md"
description: "The premium of AI computing power brings opportunities to the software industry. On April 9th, the Guotai Software ETF (515230) fell by more than 2.6%. It is expected that by the end of 2025, the market size of intelligent computing services in China will exceed 130 billion yuan. Open Source Securities pointed out that the increase in AI demand will drive the cloud computing industry into a new stage, and the software industry will also welcome opportunities. With the enhancement of local model capabilities, the scale of enterprise-level intelligent agents is accelerating growth, and AI applications are transforming into productivity tools. The Guotai Software ETF tracks the software index (H30202) and is suitable for investors focusing on technological development and digital transformation. Risk warning: Individual stock analysis does not constitute investment advice"
datetime: "2026-04-09T07:38:14.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/282154482.md)
  - [en](https://longbridge.com/en/news/282154482.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/282154482.md)
---

# The premium of AI computing power brings opportunities in the software sector, with Guotai Software ETF (515230) falling over 2.6%, seizing the opportunity for low-position layout

AI computing power premium brings opportunities in the software sector. On April 9th, the Guotai Software ETF (515230) fell over 2.6%, presenting an opportunity for low-position layout.

On the news front, data shows that by the end of 2025, the computing volume for public intelligent computing services in China will reach 1.407 billion core hours, and the market size of intelligent computing services has surpassed 130 billion yuan, marking a new stage of collaborative and interconnected development in computing power.

Kaiyuan Securities pointed out that the predictability 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 premium, which also nurtures opportunities on the software side. Major companies are firmly increasing their investment in AI, and the integration and collaboration of multiple business lines with AI empowerment may become performance and valuation drivers. Companies with super APP entry points and full-link ecological collaboration capabilities are expected to continue to expand their leading advantages. The core of competition may focus on the large-scale landing of endpoint AI, in-depth refinement of vertical scenarios, optimization of model inference costs, and the construction of commercial closed loops. 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 drive the consumption of Tokens to show exponential growth. AI applications are transforming from life scenarios to productivity tools and evolving from Chat to Agent, which is expected to drive deeper inference and longer invocation chains, thereby promoting a significant increase in underlying Token consumption.

The Guotai Software ETF (515230) tracks the software index (H30202), which mainly reflects the market performance of the software and information technology services industry. Its constituent stocks include companies engaged in application software, system software development, and related services. This index emphasizes innovation capability and technological strength within the industry, making it suitable for investors focusing on technology development and digital transformation trends.

Daily Economic News

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