Lates News

Guosen Securities research report pointed out that 2025 is expected to become the first year for the landing of AI applications, and the application scenarios of AI Agents are expected to experience rapid growth. One of the best scenarios for the landing of management software or AI Agents is traditional industry leading companies with long-term industry accumulation, which have significant advantages. Short-term product value logic verification and industrial technological changes are expected to bring new catalysts, and starting from Q4, AI application revenues are expected to manifest in the performance of various companies, driving a new round of company value reassessment. It is recommended to continue to focus on the business progress of AI in core modules of management software such as finance, human resources, sales, production, and supply chain, and prioritize investment opportunities in leading companies in the enterprise services segment.