CITIC Securities reports that the narrative of AI replacing traditional software is proving false, as leading software companies maintain steady growth in revenue and orders. These companies are integrating AI models into existing workflows for CRM, ERP, ITSM, and HCM, leveraging their established data, industry knowledge, and customer service capabilities as key advantages. The firm anticipates a valuation recovery for US-listed software stocks in the short term, driven by increasing AI revenue contributions and reduced model homogenization, with the next 1-2 quarters being crucial for observing if this trend leads to a broader sector reversal. AI
IMPACT Suggests AI integration is strengthening, not replacing, traditional software vendors, potentially leading to market valuation recovery.
RANK_REASON Analyst report discussing industry trends and market outlook, not a direct product release or research finding.
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