Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-12-01 03:49Group 1 - A-shares index collectively rose, with AI mobile phones and AI glasses concept stocks showing strength in early trading, while the commercial aerospace sector continued its strong performance [1] - The Ministry of Industry and Information Technology reported that the software and information technology service industry in China showed a good operating trend in the first ten months of 2025, with software business revenue reaching 125.104 billion yuan, a year-on-year increase of 13.2% [1] - The total profit of the software industry was 15.721 billion yuan, up 7.7% year-on-year, and software business exports amounted to 51.09 billion USD, with a growth rate of 6.7%, maintaining positive growth for eight consecutive months [1] Group 2 - Dongwu Securities pointed out that artificial intelligence will trigger a wave of software updates, with the AI industry currently in a rapid development phase after nearly 20 years of exploration and growth [2] - Global active users of ChatGPT have surpassed 2 billion, making it an efficient tool for daily work and study, while domestic AI applications are also rapidly penetrating the market [2] - C-end AI tools are transitioning from "novelty" to "necessity," with expected further penetration in the next two years, driving intelligent transformation in lifestyle and work [2]