Dongwu Securities released a research report saying that the software industry in the AI era was not an overall revaluation, but rather a structural differentiation. The proposal focuses on four categories of direction: 1) platform-based software that grasps enterprise core data, permission systems, and workflow entrances; 2) vertical software scenarios where ROI is easier to quantify and AI is more willing to pay; 3) security, observability, and development and governance software that benefits from large-scale AI applications; 4) comprehensive platforms with ecological entry, cloud infrastructure, and AI distribution capabilities.

Dongwu Securities released a research report saying that the software industry in the AI era was not an overall revaluation, but rather a structural differentiation. The proposal focuses on four categories of direction: 1) platform-based software that grasps enterprise core data, permission systems, and workflow entrances; 2) vertical software scenarios where ROI is easier to quantify and AI is more willing to pay; 3) security, observability, and development and governance software that benefits from large-scale AI applications; 4) comprehensive platforms with ecological entry, cloud infrastructure, and AI distribution capabilities.