金吾财讯 | SAAS概念股普涨，截至发稿，迈富时(02556)涨5.54%，畅捷通(01588)涨4.55%，医渡科技(02158)涨3.74%，移卡(09923)涨3.35%，百融云-W(06608)涨3.44%，中国软件国际(00354)涨3.23%。消息面上，中国银河发研报指，AI Agent的商业模式正从“提供工具”向“交付价值”转变，SAAS企业有望迎来价值重估的机会。生产力智能体以提升效率为核心，除了通用型智能体外，编程、教育、创作等AI工具类增长最快，涌现不少初创公司。不同于生产力智能体，企业级智能体的参与者更大比例是原有深耕垂直领域的SAAS服务商。企业级智能体正处于规模化应用的爆发点，当前企业在应用AI Agent时会重点考虑投资回报率（ROI），结合各行业的场景标准化程度、数据基础与商业价值，我们认为企业级智能体有望最快落地的领域按优先级排序为：企业服务（OA/ERP/CRM等）、金融/财务/风控、营销/电商、制造/供应链、法律/政务、医疗/教育。
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