Software concept stocks rise strongly, brokerages are optimistic that AI applications will drive the software industry's market capitalization to surge

Today, the software sector has performed brilliantly in the capital market, with strong upward momentum seen across multiple concept stocks. Among them, Kunlun Wanwei and Sangfor are both up by more than 10%; Tonghuashun and Runze Technology are also not to be outdone, with gains exceeding 8%, becoming the focus of market attention.

Driven by the broad strength of software concept stocks, the ChiNext software-related ETF has also ridden the wave, with its gain reaching about 8%, further underscoring the heat of this sector. This performance not only draws the attention of many investors, but also leaves the market full of expectations for the future development of the software industry.

Brokerage institutions have pointed out that, judging from industry development trends, 2026 is expected to become a key turning point for the software industry. At that time, the commercialization and rollout of AI applications will become an important force driving revenue growth in the software industry. Looking back at the development history of cloud computing, it can be seen that when revenue brought by new technologies accounts for more than 10% of a company’s total revenue, the company’s valuation often rises rapidly.

Currently, the penetration rate of AI applications in the software industry is in the early stage of accelerating growth. It is expected that by 2025, some software companies will begin disclosing orders related to AI, which means the industry will officially enter the initial stage of new-technology application. And by 2026, as the capabilities of foundational large models continue to improve, the commercialization process of AI applications will be even smoother, and the software industry is expected to enter a phase of rapid market-value growth. Therefore, this is the best time to position in the software industry.