As of April 15, 2026, 10:39, the CSI Software Services Index has fallen by 0.47%. Among the constituent stocks, there were mixed performances, with Yuntian Lifei leading the gains at 3.90%, Guolian Co., Ltd. rising by 2.39%, and Dameng Data increasing by 0.85%; while Shenxinfu led the declines, with Guanghuan Xinnet and Tonghuashun following suit.
Recently, the application of AI large models has accelerated into a &#34;quality improvement and efficiency enhancement&#34; phase, with leading domestic and foreign companies noticeably speeding up their iteration pace, focusing on key areas such as multimodal capabilities, edge deployment, and Agent autonomy. WanLian Securities' research report points out that Anthropic has announced an annualized revenue exceeding $30 billion, marking a significant progress in the commercialization of overseas AI large models; at the same time, Tencent Cloud and Alibaba Cloud have successively raised prices for AI computing power and supporting services, confirming the sustained high demand for computing power and structural shortages in supply.
Previously, the Ministry of Industry and Information Technology issued the &#34;Special Action for Empowering SMEs with Inclusive Computing Power,&#34; which aims to establish a comprehensive, low-cost, and high-quality inclusive computing power service system by the end of 2028; Shenzhen has built the country's first 10,000-card-level fully stack autonomous controllable intelligent computing cluster, all based on the Ascend 910C chip and the &#34;Ascend + CANN&#34; ecosystem. Bank of China Securities believes that under the dual drive of policies and infrastructure, domestic computing power is transitioning from &#34;infrastructure construction&#34; to a new stage of &#34;institutional innovation + scenario deepening,&#34; forming a positive cycle between the strengthening of AI Infra's underlying capabilities and the large-scale landing of AI applications.
Data shows that as of March 31, 2026, the top ten weighted stocks in the CSI Software Services Index are iFlytek, Tonghuashun, Kingsoft Office, Tuowei Information, Hang Seng Electronics, 360, Zhina Compass, Runhe Software, Shenxinfu, and Zhongke Xingtu, with the top ten weighted stocks accounting for a total of 59.47%.
The Harvest Software ETF (159852) tracks the CSI Software Services Index and serves as a convenient tool for capitalizing on the computer software industry.
Off-exchange investors can also seize AI software investment opportunities through the Software ETF Connect Fund (012620)

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159899

159852

As of April 15, 2026, the CSI Software Services Index has fallen by 0.47%. The application of AI large models is accelerating into the "quality improvement and efficiency enhancement" stage, with leading manufacturers iterating faster and focusing on multimodal capabilities and autonomy. WanLian Securities pointed out that Anthropic's annualized revenue has surpassed USD 30 billion, marking progress in AI commercialization. Tencent Cloud and Alibaba Cloud have raised prices for AI computing power services, reflecting high demand for computing power. Driven by policies and infrastructure, domestic computing power is entering a new stage. The Harvest Software ETF (159852) tracks the CSI Software Services Index, providing investors with AI software investment opportunities

腾讯新闻 - 财经

Tencent Holdings Limited

E Fund CSI Software Services ETF

China Merchants CSI All Share Software ETF

Harvest CSI Software Services ETF

SPDR S&P Software

iShares Expanded Tech Software Sector ETF

BABA-W

TENCENT

Alibaba

Tencent

The application of AI large models is accelerating into the "quality improvement and efficiency enhancement" stage, and the software ETF Harvest (159852) is laying out investment opportunities in AI software