Lates News

CITIC Securities research report pointed out that 2025 is expected to become the year of AI application landing, and the application scenarios of AI Agents are expected to usher in a rapid outbreak. We believe that 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 AI application revenue is expected to manifest in the performance of various companies starting from the fourth quarter, driving a new round of company value reassessment. It is recommended to continue to focus on the business progress of AI in core modules such as financial, human resources, sales, production, and supply chain management software, and to prioritize investment opportunities in the leading companies in the enterprise service segment.