Core Viewpoint - The software index of the ChiNext market has shown positive performance, driven by advancements in AI technology and its commercialization, with significant movements in key stocks within the sector [1]. Group 1: Market Performance - As of February 10, 2026, the ChiNext Software Index (399264) increased by 0.89%, with notable gains from stocks such as Guotou Intelligent (+9.11%), Wanxing Technology (+6.59%), and Information Development (+4.88%) [1]. - The ChiNext Software ETF (159256) rose by 1.09%, with a trading volume of 101 million yuan, indicating active market participation [1]. Group 2: AI Technology Developments - Since early February 2026, the iteration and commercialization of AI Agent technology have accelerated, highlighted by Google's integration of Gemini 3 into all desktop Chrome browsers on February 1 [1]. - On February 3, the AI assistant OpenClaw achieved a breakthrough, enabling local computer deployment to execute commands for file reading and software operation [1]. - Anthropic released a new AI tool for enterprise legal services on February 3, raising concerns about the potential disruption of the enterprise software industry by AI programming tools [1]. Group 3: Index Composition - As of January 30, 2026, the top ten weighted stocks in the ChiNext Software Index accounted for 48.61% of the index, including Tonghuashun, Runze Technology, and Kunlun Wanwei [1]. - The top ten stocks by weight are as follows: - Tonghuashun: 8.68% - Zhina Zhen: 6.38% - Runhe Software: 4.93% - Kunlun Wanwei: 4.66% - Shensinfeng: 3.58% - Runtong Power: 3.82% - Zhongke Chuangda: 3.08% - Huada Jiutian: 2.87% - Shenzhou Taiyue: 2.83% [3].

Group 1 - The software concept is experiencing a surge, with the ChiNext Software ETF (159256) rising by 3.86% as of February 9, 2026, and notable stocks like Dongfang Guoxin and Wanxing Technology increasing by 16.73% and 11.63% respectively [1] - In the past 21 trading days, the ChiNext Software ETF has attracted a total of 539 million yuan [1] - ByteDance has launched its latest video model, Seedance 2.0, which is now available on the Jiemeng platform, allowing users to generate videos from text/images and use video/audio as reference materials [1] Group 2 - The ChiNext Software ETF closely tracks the ChiNext Software Index, which as of January 30, 2026, has its top ten weighted stocks including Tonghuashun, Runze Technology, and Kunlun Wanwei, accounting for a total of 48.61% of the index [2] - The top ten stocks in the ChiNext Software Index are as follows: Tonghuashun (3.64% increase, 8.68% weight), Guiding Compass (1.10% increase, 6.38% weight), and Runhe Software (2.31% increase, 4.93% weight) among others [3]