1402 ET - Truist分析师在最新报告中指出，Angi Inc（ANGI）将战略重心转向人工智能功能并取消季度业绩指引的决策，虽然可能增加短期风险，但为公司的长期增长前景奠定了坚实基础。该平台目前承载着年均350亿美元的家装服务价值，但平台上的专业服务商仅完成了其中100亿美元的业务量。
分析师强调："这250亿美元的差距代表着平台内尚未开发的存量机会——无需新增业主用户、无需拓展服务商网络、也无需进军新市场，仅需通过AI工具即可填补这一缺口。"全美家居服务市场的总规模约为7000亿美元，而Angi在小型专业服务商细分领域的市场份额仅为3%至4%，公司计划通过AI功能将份额提升至7%左右。
"我们预计今年秋季将看到产品端呈现初步成效，2027财年有望实现收入增长提速。"分析师补充道。当前战略转型虽伴随不确定性，但AI驱动的发展路径正为这家家居服务平台开辟更广阔的想象空间。
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