人工智能行业深度报告:海外应用厂商:AI加速商业化 静待百花盛开时

浙商证券股份有...
Jun 11

投资要点美股AI 应用厂商:25Q1 盈利质量显著提升,Agent 商业空间逐步打开2025Q1,我们跟踪的9 家美股AI 应用厂商(Salesforce、Adobe、Servicenow等)合计实现营收235.99 亿美元(YoY +12.1%),厂商平均营收增速为20.37%,同时合计实现净利润47.74 亿美元(YoY +55.76%)。在盈利能力和经营效率方面,2025Q1 美股AI 应用...

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