Agent era triggers software revaluation: E Fund Software ETF allocation logic
Author: Cherry
As AI agents (Agent) transition from technical concepts to large-scale practical applications, the software industry is undergoing a fundamental transformation in interaction methods and valuation reshaping. The E Fund Software ETF (562930), as a precise tool for capturing leading domestic software companies, demonstrates significant industry representation and investment value during the AI-driven software upgrade cycle.
I. Core Logic: Agent Reshapes Software Interaction and Business Value
Currently, AI technology has entered a critical phase of transitioning from "dialogue generation" to "intelligent execution," with the software industry at the epicenter of this transformation.
Agents as Super Gateways: Agents are moving from laboratories to practical applications, poised to reshape software interaction methods. Software companies with AI empowerment capabilities can transform from traditional "tool providers" into "intelligent service providers." The E Fund Software ETF (562930) deeply covers leading office software, industrial software, and cloud service providers—these constituents are the core carriers for Agent technology implementation.
Secondary Expansion of Business Models: With the deep integration of AI functionalities, software companies are expected to achieve ARPU growth through price increases or revenue-sharing models. The CSI Software Services Index tracked by the E Fund Software ETF (562930) aggregates leading companies with model-calling capabilities and application scenarios, providing investors with an effective channel to share the dividends of AI-driven software transformation.
II. Investment Characteristics: Low-Cost Exposure to AI Application Leaders
In the complex AI industry chain, the application layer often exhibits higher elasticity and user stickiness.
Precise Sector Purity: Compared to broad AI ETFs, the E Fund Software ETF (562930) focuses more on "software development" and "IT services." As computing infrastructure gradually matures, market focus tends to shift toward the application layer, making this ETF a benchmark product for investing in AI application deployment.
Optimal Fee Structure: The E Fund Software ETF (562930) has a management fee of 0.15% and a custody fee of 0.05%, totaling an annual fee rate of 0.20%—among the lowest tiers in the ETF market—significantly reducing transaction friction costs for long-term holders.
III. Risk Assessment: Volatility Traits of the Software Sector and Risk Control Recommendations
Despite the bright prospects of AI software, the inherent characteristics of the high-tech sector require investors to maintain a scientific risk awareness.
Volatility Management: The software sector exhibits high elasticity and is noticeably influenced by market risk appetite. Although the E Fund Software ETF (562930) mitigates single-stock risks through diversified holdings, sector-wide valuation corrections remain a concern.
Technology Iteration Risks: The rapid iteration of AI technology means that if constituents lag in Agent commercialization progress, it may impact the net performance of the E Fund Software ETF (562930).
Expert Allocation Advice: How to Build an AI-Themed Investment Portfolio?
Sector Allocation: Investors can adopt a "computing power + applications" barbell strategy, using the E Fund Software ETF (562930) as a defensive yet offensive core holding for the application layer, complemented by hardware exposure to balance industry chain volatility.
Dynamic Dollar-Cost Averaging: Given that AI applications are still in their growth phase, regular investments via the E Fund Software ETF (562930) are recommended to smooth market noise during technology iterations and capture long-term industry growth dividends.
Risk Disclosure:
Valuation Risks: The software sector generally has high P/E ratios and may face valuation compression if liquidity tightens.
Policy Risks: Adjustments to data security and AI regulations may impact the operational boundaries of related companies.
Market Risks: Past fund performance does not indicate future results. This material does not constitute investment advice. Invest with caution.
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