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According to the latest research report from CITIC Securities, the sentiment impact of AI large models on the software industry is progressively widening, thereby driving a comprehensive adjustment across the software application sector. Software firms that possess industry-specific expertise (know-how) and high-quality data are anticipated to construct competitive barriers and fully harness the potential of AI technology in the era of AI Agents, thereby achieving substantial value growth. The report highlights the importance of focusing on companies that excel in large models, enterprise-level Agent software, vertical Agent software, and AI infrastructure (AI Infra). Concurrently, companies demonstrating significant growth potential in emerging application areas such as AI for Science (AI4S), advertising and marketing, multimodality, and robotics also warrant attention.
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