Newtouch(SH:688590) Jing Ji Guan Cha Wang·2026-02-11 06:24Core Viewpoint - The AI wave is impacting the software industry, leading to changes in market sentiment and a significant sell-off in global software stocks, with the North American software index dropping approximately 15% in January 2026 [1] Group 1: Market Impact - The introduction of AI large model technology is expected to compress traditional software pricing, affecting enterprise-level products [1] - The software sector in A-shares is also experiencing the effects of this market sentiment shift [1] Group 2: Company Performance - New Zhi Software's stock price has shown volatility and a rebound in the past week, closing at 18.05 yuan on February 11, 2026, with a daily increase of 0.39% [1] - Over the past five days, New Zhi Software's stock has increased by 2.04%, but it has decreased by 27.22% over the past 20 days [1] - Specific stock movements include a drop of 2.32% on February 5, closing at 17.28 yuan, with a net outflow of 2.1487 million yuan that day [1] - The stock further declined by 1.04% on February 6, reaching a low of 16.76 yuan, before rebounding with increases of 3.04% on February 9 and 2.04% on February 10 [1] - The stock's trading range has shown a volatility of 9.33%, indicating significant market sentiment fluctuations [1] Group 3: Sector Performance - The software development sector has seen a slight decline of 0.21% over the past five days, underperforming compared to the broader market, as the Shanghai Composite Index rose by 0.62% [1]