CITIC Securities: AI applications are accelerating, focusing on e-commerce, office, and medical scenarios
2025-06-25 08:33:20

According to a research report by CITIC Securities, the monetization performance of overseas AI applications is outstanding. With the acceleration of the construction of domestic AI data centers, the policy level has proposed to comprehensively promote artificial intelligence technological innovation, industrial development and empowerment applications. More and more technology giants at the industrial level are actively embracing the MCP protocol, and AI applications are expected to prosper. We believe that 2025 will be the first year for the implementation of AI Agent in vertical scenarios. Companies that are the first to embrace AI will be able to achieve cost reduction and efficiency improvement, and gradually implement them at the performance level. Combined with marginal changes in various industries, we believe that AI has gradually shown positive effects in e-commerce, office and medical care.
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