摩尔线程AI Coding Plan上线，信创ETF（562570）深度布局国产软硬件

Core Viewpoint - The China Securities Information Technology Application Innovation Industry Index has decreased by 2.30% as of February 4, 2026, with mixed performance among constituent stocks, highlighting the volatility in the sector [1]. Group 1: Market Performance - The leading stock, Borui Data, surged by 12.28%, while other notable gainers included Geer Software with a 6.93% increase and Nasda with a 2.06% rise [1]. - Conversely, Zhuoyi Information led the decline with a drop of 7.05%, followed by Panwei Network at 5.73% and Deepin Technology at 5.20% [1]. - The Xinchang ETF (562570) fell by 2.03%, reflecting the overall downward trend in the market [1]. Group 2: Company Developments - Moore Thread has officially launched the AI Coding Plan, an intelligent programming service based on domestically produced full-function GPU computing power [1]. - This service utilizes the MTT S5000's robust full-precision computing capabilities, integrating a silicon-based flow reasoning acceleration engine and the top-tier GLM-4.7 code model, marking a significant breakthrough in AI coding [1]. Group 3: ETF Insights - The Xinchang ETF (562570) closely tracks the China Securities Xinchang Index, emphasizing domestic full-stack substitution across key areas such as storage, CPU, and AIPC, which accounts for 16% of the ETF [1]. - The ETF actively incorporates the DeepSeek ecosystem (72%) and AI applications (58%), aiming to establish a secure and controllable system from foundational hardware to industry intelligence [1]. - Currently, the Xinchang ETF (562570) is the largest ETF in its category by scale [1].