Mei Ri Jing Ji Xin Wen·2025-11-11 07:01Group 1 - Software concept stocks weakened, with Guiding Compass falling over 7%, and Keda Xunfei, Tonghuashun, Kingsoft Office, and Tuwei Information each dropping over 2% [1] - The software ETF declined by more than 2% due to market influences [1] Group 2 - Institutions indicate that in the context of increasing global technological competition, the autonomy and control of basic software is not only a national security requirement but also a necessary choice for sustainable industrial development [2] - Future basic software companies will face higher technical requirements and stronger competitive pressures, but this also means more market opportunities [2] - With the continuous advancement of domestic substitution and the deepening of financial services in the industrial chain, basic software companies are expected to transition from "following" to "keeping pace" and then to "leading," providing solid underlying technical support for China's new industrialization and high-quality development [2]