A research report from CITIC Securities highlights the swift advancements in Agent technology and the favorable trajectory of the overall AI industry chain. Firstly, the relentless evolution of AI models and technologies is bestowing benefits upon software enterprises that possess data, customer bases, and operational scenarios. These AI products are anticipated to fuel the expansion of companies' ARPU (Average Revenue Per User) and elevate project unit prices. The outlook for order placements and product implementations within the ERP (Enterprise Resource Planning) and government sectors appears promising. Secondly, the escalating demand for model privatization is set to generate opportunities for integrated machines, hyper-convergence solutions, and B-end service outsourcing enterprises. The report advises focusing on targets within related sectors such as servers, integrated machines, and hyper-convergence, as well as industries that heavily rely on software customization, including finance, government, and energy. Furthermore, entities within the realms of computing power leasing and IDC (Internet Data Center) services also merit attention.
