德国软件巨头SAP近日在一年一度的Sapphire大会上发布了雄心勃勃的人工智能发展路线图。SAP首席执行官Christian Klein将SAP的Business AI平台定位为自主企业工作流程的核心基础。据悉，该平台以SAP的Business Data Cloud为基础，并结合了扩展知识图谱，以及与Anthropic、Amazon Athena、英伟达、微软和谷歌云等合作伙伴的最新合作。高盛维持对SAP的“买入”评级，目标价为230欧元，对应美国预托证券目标价为271美元。该行指，尽管股价短期承压，但围绕SAP数据护城河与迁移周期的长期投资逻辑依然稳固。
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