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Xinda Securities: Byte's investment in AI continues to increase, focusing on both C-end and B-end. It is recommended to pay attention to Hand Enterprise Solutions (300170.SZ) and others.
The B-end Agent market is expected to see an early increase in volume, greatly benefiting information technology companies.
HAND Enterprise Solutions (SZSE:300170) Has Debt But No Earnings; Should You Worry?
Deppon Securities: ERP as an entry point for enterprise services may lead the way for DeepSeek's private deployment.
DeepSeek lowers the barrier to AI application development and promotes AI equality, which is expected to accelerate the implementation of Agents. As an important entry point for enterprise services, ERP gathers core data from both inside and outside the organization, making it scarce in the process of Agent implementation.
After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
Track the entire lifecycle of the main Sector.
Tianfeng: Model Equalization, Focus on High Barrier Agents.
The differentiation of industry application value empowered by AI mainly depends on three major barriers: the user base and strong user stickiness; vertical data and data flywheel; strong payment ability and scenes that urgently require "deep thinking".
Dragon and Tiger List | Chairman Zhang bought 0.184 billion yuan of Anhui Xinke New Materials, while multiple funds collectively fled from Hand Enterprise Solutions.
The top three in net purchases are Visual China Group, Hand Enterprise Solutions, and Anhui Xinke New Materials.
HAND Enterprise Solutions Co., Ltd. (SZSE:300170) Held Back By Insufficient Growth Even After Shares Climb 25%
