--- title: "The AI application sector surged, with the Guotai Software ETF (515230) rising over 2.6%, and the commercialization of AI programming becoming clearer" type: "News" locale: "en" url: "https://longbridge.com/en/news/282300739.md" description: "The AI application sector saw a significant rise on April 10, with the software ETF Guotai (515230) increasing by over 2.6%. Xiangcai Securities pointed out that domestic large model manufacturers are accelerating their transformation towards AI programming commercialization, becoming a high-value track. The logicality and verifiability of AI programming make it a core scenario for the implementation of large models. Alibaba released a powerful programming model Qwen3.6-Plus, and the industry's prosperity continues to rise. Risk warning: Individual stock analysis does not constitute investment advice, and investment should be approached with caution" datetime: "2026-04-10T06:38:16.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282300739.md) - [en](https://longbridge.com/en/news/282300739.md) - [zh-HK](https://longbridge.com/zh-HK/news/282300739.md) --- # The AI application sector surged, with the Guotai Software ETF (515230) rising over 2.6%, and the commercialization of AI programming becoming clearer The AI application sector surged on April 10, with the Guotai Software ETF (515230) rising over 2.6%, as the commercialization of AI programming becomes clearer. Xiangcai Securities pointed out that the competitive focus among domestic large model vendors is rapidly shifting towards AI programming, which is the clearest commercialization path with the strongest willingness to pay in the high-value sector. AI programming has become the core track with the highest certainty of commercialization and the fastest payment realization for large models. The logical and verifiable nature of programming languages makes them the easiest scenarios for large models to land and quantify their effects. Leading applications' ARR and user scale are expanding rapidly, and the monetization path for AI programming subscriptions has been fully established. The leak of Claude Code's source code has significantly lowered the knowledge barrier for related technologies, providing valuable architectural references for domestic vendors; at the same time, Alibaba has released the strongest domestic programming model Qwen3.6-Plus with highly competitive pricing. With these technological dividends, domestic vendors are expected to quickly achieve engineering catch-up and commercial scale-up, leading to a sustained upward trend in industry prosperity. The Guotai Software ETF (515230) tracks the software index (H30202), which mainly reflects the overall performance of publicly listed companies in the software industry, covering various software development and service enterprises. This index focuses on the information technology sector, particularly in sub-industries such as application software, system software, and related services, to reflect industry innovation and technological development trends. Daily Economic News ### Related Stocks - [KBAB.US](https://longbridge.com/en/quote/KBAB.US.md) - [BABX.US](https://longbridge.com/en/quote/BABX.US.md) - [515230.CN](https://longbridge.com/en/quote/515230.CN.md) - [09988.HK](https://longbridge.com/en/quote/09988.HK.md) - [BABA.US](https://longbridge.com/en/quote/BABA.US.md) ## Related News & Research - [Is Snowflake the New Market Darling of AI Software -- or Will It Follow Palantir's Path?](https://longbridge.com/en/news/288745252.md) - [Forget AI Models. This Company Sells What Every AI Giant Needs.](https://longbridge.com/en/news/289086501.md) - [Schaeffler partners with Sonatus to integrate edge AI into motion control for software-defined vehicles](https://longbridge.com/en/news/289284454.md) - [Microsoft stock looks vulnerable. Software stocks could follow.](https://longbridge.com/en/news/288897922.md) - [Duos Edge AI to Host Dumas Edge Data Center Open House | DUOT Stock News](https://longbridge.com/en/news/288722273.md)