According to the CITIC Construction Investment Research Report, IGV hit a new high for the year on August 27, rising 47.8% from the April 10 low. The cybersecurity, enterprise SaaS, AI and data platform sectors contributed about 19.5, 13.5, and 8.3 percentage points respectively. Cybersecurity benefits from AI attack surface expansion and platform-based procurement, increased PANW platform-based customers, CRWD's net increase in ARR, and high FTNT product revenue; enterprise SaaS benefited from agents entering existing workflows, CRM AWU increased 97% month-on-month, and Microsoft Copilot paid seats at least doubled within half a year; AI and data platforms benefited from increased enterprise decision-making and operation complexity; and PLTR's US commercial revenue, DDOG revenue, and large customer growth rate improved.

According to the CITIC Construction Investment Research Report, IGV hit a new high for the year on August 27, rising 47.8% from the April 10 low. The cybersecurity, enterprise SaaS, AI and data platform sectors contributed about 19.5, 13.5, and 8.3 percentage points respectively. Cybersecurity benefits from AI attack surface expansion and platform-based procurement, increased PANW platform-based customers, CRWD's net increase in ARR, and high FTNT product revenue; enterprise SaaS benefited from agents entering existing workflows, CRM AWU increased 97% month-on-month, and Microsoft Copilot paid seats at least doubled within half a year; AI and data platforms benefited from increased enterprise decision-making and operation complexity; and PLTR's US commercial revenue, DDOG revenue, and large customer growth rate improved.