According to the latest research report from CITIC Securities, it is expected that 2025 will become a crucial year for the landing of artificial intelligence (AI) applications, particularly with the rapid expansion of AI Agent application scenarios. The report points out that management software will be one of the best scenarios for the landing of AI Agents, especially traditional industry leading companies with long-term industry accumulation will enjoy significant advantages.
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The rapid development of AI technology is driving the transformation of various industries, especially in the field of management software. As more and more enterprises begin to adopt AI technology for management, industry leaders can leverage their industry experience and technical accumulation to quickly adapt to and lead market changes. CITIC Securities' research shows that the short-term validation of product value logic and industrial technological change are expected to become new catalysts, promoting corporate growth.
Starting from the fourth quarter of this year, AI application revenue from various companies is expected to begin to emerge, which may trigger a new round of company value revaluation. CITIC Securities suggests investors to continuously focus on the commercial progress of AI in core modules such as finance, human resources, sales, production, and supply chain management software. In particular, leading companies in the enterprise service niche will exhibit stronger investment opportunities.
In addition, with the continuous maturity of AI technology, all industries are exploring how to use AI to improve efficiency and reduce costs. This transformation not only helps companies maintain competitive advantages but also injects new vitality into the overall economic development. The report from CITIC Securities emphasizes the importance of focusing on these emerging applications, reminding investors to seize this important investment opportunity.
Key points:
🌟 It is expected that 2025 will become the beginning year for the landing of AI applications, with AI Agent application scenarios set to rapidly expand.
📈 Traditional industry leading companies have significant advantages in AI technology transformation, which will drive corporate growth.
💡 Investors should focus on the commercial progress of AI in various management software modules, especially investment opportunities in leading companies in the enterprise service sector.