Lates News

Guosen Securities released a research report stating that 2025 is expected to become the first year for the landing of AI applications. The application scenarios of AI agents are expected to experience rapid growth. Traditional industry leading companies with long-term industry accumulation have significant advantages in landing management software or AI agents. Short-term product value logic validation and industrial technological changes are expected to bring new catalysts, and starting from Q4, AI application revenues are expected to show up in various company performances, driving a new round of company value reassessment. It is recommended to continue to pay attention to the business progress of AI in core modules of management software such as finance, human resources, sales, production, and supply chain, and give priority to investment opportunities in the leading companies in the enterprise services segment.