浪潮数字企业（00596）早盘一度涨超9%，截至发稿，午后股价上涨4.29%，报4.38港元，成交额3448.19万港元。

　　西部证券指出，AI只有和业务场景结合才能发挥出多重价值，看好大模型对软件厂商的赋能。软件厂商能更深入理解特定行业需求，例如行业的法规、标准和最佳实践，这使其能够设计出符合行业需求和合规性要求的系统。未来，我们认为AI Agent有望与企业应用深度结合，在教育、税务、金融、OA、ERP、CRM、营销、企业级搜索等各类场景中发挥巨大价值。

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