--- title: "The explosive growth of AI applications continues to drive demand for computing power, and the software ETF, Harvest, is positioning itself for investment opportunities in AI software" type: "News" locale: "en" url: "https://longbridge.com/en/news/282625581.md" description: "On April 14, 2026, the IT services and software development sector performed strongly, with the CSI Software Services Index rising by 1.53%. The rapid growth of AI applications has driven demand for computing power, especially for high-end computing power. Supported by policies, the computing power leasing business model is undergoing transformation, and the software ETF from Harvest provides investors with an opportunity to enter the AI software market" datetime: "2026-04-14T03:34:12.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282625581.md) - [en](https://longbridge.com/en/news/282625581.md) - [zh-HK](https://longbridge.com/zh-HK/news/282625581.md) --- # The explosive growth of AI applications continues to drive demand for computing power, and the software ETF, Harvest, is positioning itself for investment opportunities in AI software On the morning of April 14, 2026, sectors such as IT services and software development saw significant gains. By 11:00, the CSI Software Services Index surged by 1.53%, with constituent stocks such as Kingsoft Office rising by 6.02%, Hehe Information by 4.30%, and Qihoo 360 by 3.16%. Stocks like Guanghuan Xinnet and Langxin Technology also followed suit. Recently, the explosive growth of AI applications continues to drive demand for computing power. Data from OpenRouter shows that after New Year's Day 2026, the global token call volume for leading models has significantly increased, with particularly strong demand for high-end computing power domestically. Computing power leasing companies, leveraging scarce high-end computing resources, have become the core strategic targets for cloud vendors, large model companies, and AI application enterprises; the industry is experiencing a supply-demand imbalance, with leading cloud vendors still able to secure sufficient supply, while second-tier vendors face a huge gap. On the policy front, the Ministry of Industry and Information Technology recently issued a notice on launching a special action to empower the development of small and medium-sized enterprises through inclusive computing power, clearly stating the goal of establishing a comprehensive, low-cost, and high-quality inclusive computing power service system by the end of 2028, covering no less than 10 categories of small and medium-sized enterprise industries. The Ministry of Commerce and five other departments simultaneously released guidelines for promoting high-quality development of e-commerce, proposing integration measures for "artificial intelligence + e-commerce." Dongxing Securities' research report suggests that against this backdrop, the computing power leasing business model is accelerating its upgrade from "selling computing power" to "selling tokens," enhancing bargaining power and profitability through model services or token sharing, and driving the valuation system from PE to PS. Data shows that as of March 31, 2026, the top ten weighted stocks in the CSI Software Services Index are iFLYTEK, Tonghuashun, Kingsoft Office, Tuwei Information, Hang Seng Electronics, 360, Zhina Compass, Runhe Software, Sangfor Technologies, and Zhongke Xingtu, 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) ### Related Stocks - [512330.CN](https://longbridge.com/en/quote/512330.CN.md) - [159899.CN](https://longbridge.com/en/quote/159899.CN.md) - [562930.CN](https://longbridge.com/en/quote/562930.CN.md) ## Related News & Research - [AI face is taking over — and driving plastic surgeons crazy](https://longbridge.com/en/news/286641783.md) - [06:07 ETStandardC Launches AI Platform for Financial Institutions, Where Customer PII Is Never Shared With AI Models (Patent Pending)](https://longbridge.com/en/news/286892045.md) - [11:30 ETDageno Launches Issues Panel and High-volume Prompt Miner to Help Growing Brands Turn AI Search Signals Into Growth Tasks](https://longbridge.com/en/news/286939643.md) - [AI tools are 60% more likely to prefer their own resumes](https://longbridge.com/en/news/286654482.md) - [ZAWYA: SAS expands SAS Viya with governed AI assistants and agentic AI capabilities](https://longbridge.com/en/news/286747394.md)