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1月3日 - ** 雷蒙德-詹姆斯（Raymond James）表示，人工智能对美国应用软件公司的影响正在形成，但不会 "实质性 "改变盈利增长。
** 券商称，虽然人工智能在过去 18-24 个月中主导了科技领域，但对应用软件公司的影响是问题多于答案
** 随着Salesforce 、HubSpot 、ZoomInfo 、Freshworks 和Intapp 等前端软件厂商推出可货币化的GenAI产品，2024年的情况将发生变化。
** 券商将WK的评级从 "市场表现 "上调至 "跑赢大盘"，理由是2024年第三季度强劲的预订量是订阅收入增长的驱动力
** 雷蒙德将 INTA 和 VERX 的评级从 "跑赢大市 "下调至 "跑赢大市 从 "跑赢大市 "下调至 "跑赢大市"，RNG 从 "强力买入 "下调至 "跑赢大市"，理由是估值
** 应用软件RingCentral 、Vertex 和Workiva 股价下跌0.28%至0.58%；Intapp 上涨0.84
** 2024 年，INTA、RNG、VERX 和 WK 的股价分别上涨 68.57%、3.12%、98.03% 和 7.85
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