Guotai CSI All Share Software ETF

Huaneng New Energy and iFlytek Sign Strategic Agreement to Promote AI+Energy Cooperation

360 Security Technology Inc. to release FY2025 earnings on June 3 After-Market BJT, forecast revenue CNY 8.45 B, EPS CNY 0.0109

Hundsun Electronics and Alibaba Cloud Reach Comprehensive AI Full-Stack Cooperation to Accelerate Industry Intelligence Implementation

iFlytek Subsidiary iFlytek Medical Lists on HKEX, Parent Company 2025 Net Profit Surges 49.82%

iFLYTEK and China Mobile Jointly Launch 'Xinxi Xinghuo Smart Box'

China's Software Business Revenue Grew by 11.6% in Q1, Profit Increased by 1.0%, and Business Exports Increased by 12.7%

360 Security Technology Inc. released FY2026 Q1 earnings on April 29 (BJT), actual revenue CNY 2.011 B, actual EPS CNY 0.02

360 Security Technology Inc. released FY2025 earnings on April 29 (BJT), actual revenue CNY 8.693 B (forecast CNY 8.45 B), actual EPS CNY 0.04 (forecast CNY 0.0109)

360 Security Technology Inc. released FY2025 Q4 earnings on April 29, 2026 (BJT), with actual revenue of CNY 2.625 B and EPS of CNY 0.0483

Hundsun released FY2026 Q1 earnings on April 29 Pre-Market (BJT), actual revenue CNY 905.32 M (forecast CNY 1.121 B), actual EPS CNY 0.07 (forecast CNY 0.0768)

IFLYTEK released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 5.274 B (forecast CNY 5.743 B), actual EPS CNY -0.07 (forecast CNY -0.0311)

IFLYTEK released FY2025 earnings on April 28 After-Market (BJT), actual revenue CNY 27.11 B (forecast CNY 27.34 B), actual EPS CNY 0.36 (forecast CNY 0.386)

IFLYTEK released FY2025 Q4 earnings on April 28 After-Market BJT, actual revenue CNY 10.12 B (forecast CNY 9.726 B), actual EPS CNY 0.3805 (forecast CNY 0.3449)

TALKWEB released FY2025 Q4 earnings on April 27 After-Market (BJT), actual revenue CNY 1.093 B, actual EPS CNY -0.0328

SANGFOR released FY2026 Q1 earnings on April 27 Pre-Market (BJT), actual revenue CNY 1.627 B (forecast CNY 1.778 B), actual EPS CNY -0.15 (forecast CNY -1.12)

TALKWEB released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 593.58 M, actual EPS CNY 0.0488

TALKWEB released FY2025 Annual Earnings on April 27 After-Market (BJT), Actual Revenue: CNY 3.171 B (Forecast: CNY 4.753 B), Actual EPS: CNY 0.0507 (Forecast: CNY 0.1)

Yonyou released FY2026 Q1 earnings on April 24 Pre-Market (BJT), actual revenue CNY 1.459 B (forecast CNY 1.222 B), actual EPS CNY -0.22 (forecast CNY -0.1564)

COMPASS released FY2026 Q1 earnings on April 24 During-Market (BJT), actual revenue CNY 709.9 M, actual EPS CNY 0.18

Hoperun Software released FY2026 Q1 earnings on April 23 After-Market (BJT), actual revenue CNY 917.44 M, actual EPS CNY 0.1

515230

On June 3rd (the previous trading day), the Guotai CSI All Share Software ETF (515230) had a net financing purchase of CNY 25.7919 million, ranking among the top in the market for ETFs. Among them, the financing purchase amount was CNY 43.0933 million, and the financing repayment amount was CNY 17.3014 million. This ETF was listed on March 2, 2021, and is managed by Guotai Fund, with the latest fund size being CNY 5.27 billion

同壁财经

On June 3rd, Guotai CSI All Share Software ETF (515230) had a net financing purchase of CNY 25.7919 million, ranking among the top in the market for ETFs, with a net financing purchase of CNY 17.7772 million in the past week

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Nvidia is entering the Windows PC market with its new RTX Spark Superchip, developed in collaboration with MediaTek and Microsoft. Debuting this fall on devices from Dell and Lenovo, the chip combines CPU and GPU capabilities to enhance AI performance and power efficiency on Arm-based Windows systems. This move aims to challenge Intel and AMD's dominance while leveraging Nvidia's strength in data center technology to modernize personal computers for the AI era.

- Nvidia is launching its RTX Spark Superchip to compete in the PC market and weaken Intel's dominance, debuting this fall in laptops and desktops from brands like Dell and Lenovo.  
- The chip, developed with MediaTek, combines a microprocessor and graphics processor designed for the AI era, enhancing performance and efficiency in premium devices.  
- Nvidia aims to improve compatibility with AI software and high-end gaming while ensuring secure and efficient operation, adapting its technology to cater to evolving consumer needs.

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Nvidia enters Windows laptop market, taking on Intel and AMD

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Dell Technologies Inc reported a record quarterly revenue of $43.84 billion, significantly surpassing estimates, leading to a nearly 40% surge in shares. Analysts hailed the results as historic, with strong AI demand driving growth. Jim Cramer emphasized the importance of embracing the bullish market, while Dell raised its revenue outlook for the upcoming quarters, reflecting confidence in sustained AI-driven demand.

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Dell Earnings The 'Widest' In Its Public History, Says This Analyst,  But Jim Cramer Thinks Nvidia Is 'Still The King'

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Microsoft is launching a "Microsoft College Offer" to counter Apple's MacBook Neo, which is priced at $599 ($499 for students). This new initiative includes 12 months of free Microsoft 365 Premium and Xbox Game Pass Ultimate with select discounted Windows 11 PCs from brands like Acer, Asus, Dell, HP, and Lenovo. Additionally, Microsoft is discounting some Surface devices shortly after raising prices on its Surface Pro and Surface Laptop models.

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Microsoft counters the MacBook Neo with freebies for students

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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

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The AI application sector surged, with the Guotai Software ETF (515230) rising over 2.6%, and the commercialization of AI programming becoming clearer

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

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

On April 8th, the Guotai CSI All Share Software ETF (515230) surged over 5% due to the continuous increase in AI demand. Open Source Securities pointed out that the predictability of AI demand will drive the cloud computing industry into a new phase centered on AI computing power premiums, and the software industry will also welcome opportunities. As the scale of domestic enterprise-level intelligent agents accelerates, Token consumption will significantly increase. This ETF tracks the software index (H30202), reflecting the overall performance of publicly listed companies in the software industry. Risk warning: Individual stock analysis does not constitute investment advice, and investment should be approached with caution

The main line of AI applications is soaring! Guotai Software ETF (515230) surged over 5%, with the demand for AI expected to continue rising

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With the increase in AI inference demand, the demand for Tokens is growing rapidly, and the software ETF Guotai (515230) has corrected by over 3%. Guohai Securities pointed out that the demand for Tokens has significantly increased driven by AI inference demand, and it is expected that the compound annual growth rate of Token consumption could reach 3418% from 2025 to 2030. Cloud service providers are gradually raising the prices of related products due to AI computing power bottlenecks and rising costs. The software ETF Guotai tracks the software index, reflecting the overall performance of the software industry. Risk warning: Individual stock analysis does not constitute investment advice

China Merchants CSI All Share Software ETF

With the increase in AI inference demand, the demand for tokens is growing rapidly. The Guotai CSI All Share Software ETF (515230) has corrected over 3%, seizing the opportunity to position in AI software at a low level

NVIDIA Corporation has launched its new Vera CPU, the first processor designed specifically for agentic AI and reinforcement learning. It boasts performance 50% faster and twice as efficient as traditional CPUs, featuring 88 custom-designed cores and up to 1.2 terabytes per second memory bandwidth. The Vera CPU is aimed at enhancing AI workloads and is already in full production, with availability expected in the second half of 2026. Major clients include Alibaba Cloud and Meta Platforms, with manufacturing support from Dell and others.

- NVIDIA Corporation has launched the Vera CPU, a processor designed specifically for agentic artificial intelligence and reinforcement learning, featuring 88 custom cores and improved performance.  
- The Vera CPU delivers significant memory bandwidth and efficiency, catering to high AI workloads and reaffirming the central role of CPUs in large-scale AI performance.  
- With major companies like Alibaba Cloud and Meta planning deployments, the Vera CPU is set for full production availability in the second half of 2026.

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NVIDIA Launches Vera CPU For Agentic AI Workloads

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Jim Cramer has highlighted Dell Technologies Inc. (NYSE: DELL) as a top stock pick, describing it as the customer's most sought-after technology and one of the most undervalued stocks in the market. He expressed positive sentiment towards the stock, suggesting it is worth buying as he navigates the current market challenges.

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Jim Cramer on Dell Technologies: “I call it the customer’s most sought-after technology and one of the most undervalued stocks in the market”

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Tech stocks already went up a lot, will hit another new high or cooling down soon. I will act not be fear of missing out

Guotai CSI All Share Software ETF(515230.SH)

On June 3rd, Guotai CSI All Share Software ETF (515230) had a net financing purchase of CNY 25.7919 million, ranking among the top in the market for ETFs, with a net financing purchase of CNY 17.7772 million in the past week

Nvidia enters Windows laptop market, taking on Intel and AMD

Dell Earnings The 'Widest' In Its Public History, Says This Analyst, But Jim Cramer Thinks Nvidia Is 'Still The King'

Microsoft counters the MacBook Neo with freebies for students

The AI application sector surged, with the Guotai Software ETF (515230) rising over 2.6%, and the commercialization of AI programming becoming clearer