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

腾讯新闻 - 财经
2026.04.09 07:38
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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

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