Software ETF Guotai (515230) rises over 1% intraday, AI programming commercialization lands, software sector receives a boost

April 7, the software ETF Guotai (515230) rose more than 1% during the trading session. AI programming has moved from concept to commercialization in practice, bringing a boost to the software sector.

According to Huaxiang Securities, AI programming has become the core track with the strongest certainty for large-model commercialization and the fastest realization of paid results. The logic and verifiability of programming languages make it the most easily deployable and the easiest-to-quantify scenario for large models. The competitive focus of domestic large-model vendors is accelerating its shift toward AI programming—a high-value track with the clearest commercialization path and the strongest willingness to pay. Leading applications’ ARR and user scale are expanding rapidly. The scalable monetization path for AI programming subscriptions has already been fully proven. The unexpected leak of the Claude Code source code has significantly lowered the knowledge barrier for related technologies, providing valuable architectural reference for domestic vendors; at the same time, Alibaba released what it calls the strongest domestic programming model, Qwen3.6-Plus, and disclosed highly competitive pricing. Combined with the technical dividends brought by the Claude Code source leak, domestic vendors are expected to quickly catch up on engineering implementation and scale up commercialization. The domestic AI programming ecosystem is entering an acceleration window, and industry sentiment is expected to keep rising.

The software ETF Guotai (515230) tracks the software index (H30202). The index mainly selects securities of publicly listed companies related to software development, sales, and services as index samples, covering a wide range of areas from system software to application software, including industries such as cloud computing, cybersecurity, and enterprise services. The index aims to reflect the overall performance of securities of publicly listed companies related to the software industry.

Risk warning: Mentions of individual stocks are only used for industry event analysis and do not constitute any recommendation or investment advice regarding any specific stock. Index short-term gains and losses are for reference only and do not represent any commitment or guarantee regarding the future performance of the fund. Opinions may be adjusted along with changes in market conditions and do not constitute investment advice or commitments. Fund risk and return characteristics vary; investors are advised to read the fund’s legal documents carefully, fully understand product features, risk levels, and the principles of profit distribution, choose products that match their own risk tolerance, and invest cautiously. For information on fund fees, please refer to the legal documents.

Daily Economic News

(Editor: Zhang Xiaobo)

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