Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-11-17 10:48Group 1 - The core viewpoint of the articles highlights a significant shift in the software development paradigm driven by AI-native development platforms, which are expected to fundamentally transform the software development lifecycle [1][2] - The A-share market saw a decline in the three major indices, while software-related stocks experienced a surge, with the ChiNext Software ETF (159256) rising over 1.12% and stocks like Dongfang Guoxin increasing by over 12% [1] - Gartner's report identifies AI-native development platforms as a core trend, emphasizing that AI will integrate deeply into the software development process rather than serving merely as an auxiliary tool [1] Group 2 - CITIC Securities analysis indicates that AI-native development platforms are ushering in a new phase of "efficiency revolution" in the software industry, enhancing development efficiency and lowering professional barriers through low-code/no-code solutions [2] - This transformation accelerates software penetration in vertical sectors such as finance and healthcare, shifting industry competition from "code implementation capability" to "scene understanding and architecture design capability" [2] - Companies with platform capabilities, industry knowledge bases, and the ability to achieve a closed loop of "demand-design-development" are expected to dominate the software value chain as it is restructured by AI [2]