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According to CITIC Securities' research report, there has been a surge in the rollout of Agent products by major companies in recent times. Global giants like Microsoft and Google, alongside domestic players such as Kingdee International and Kunlun Tech, are rapidly expanding their footprints in the AI sector. This accelerated launch of Agent products indicates a positive trajectory for the AI industry, with commercialization efforts anticipated to gain even greater momentum. In terms of investment, the report highlights a preference for software enterprises that possess data, customer bases, and relevant scenarios, as well as all-in-one machine and B-end service outsourcing enterprises that stand to benefit from the growing demand for model privatization.
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