2026.03. 20 作者 | 第一财经 李娜 过去一年，围绕大模型与Agent的进展，软件行业经历了一轮罕见的情绪震荡。从Anthropic推出 Claude，到资本市场对SaaS板块的重新定价，"AI会不会杀死软件"成为一个被反复追问的问题。 在刚刚结束的NVIDIA GTC大会上，黄仁勋公开反对"AI会掏空软件"的判断。他表示，Agent必须建立 在企业系统与结构化数据之上。 而在更多的一线软件从业者看来，在AI尤其是Agent体系下，软件的价值开始向更底层转移，但AI并没 有摧毁软件，而是在重塑其呈现方式。但与此同时，他们也承认，AI正在给软件行业带来焦虑。 "在多数企业里，AI代码建议的实际采纳通常处于中下等水平，更多发生在局部代码段而非完全重写， 但在增删改查、脚手架、单测样板等任务上替代效应最明显。"Forrester副总裁兼首席分析师戴鲲日前 在接受第一财经记者采访时表示，而在复杂架构权衡、需求不清与遗留系统排障等关键环节，AI仍然难 以突破。 当软件不再被"打开" 软件行业的焦虑，很大程度上来自一个直观变化：用户正在减少"打开软件"的次数。 本文字数：2725，阅读时长大约4分钟 在传统模 ...

3 月 19 日，在以" AI 智链全球"为主题的 SAP 全球运营高峰论坛现场， SAP （思爱普）携手 创 业邦联合发布 了《 2025 具身智能机器人场景应用白皮书 》 。 报告撰写的过程伴随着 对行业内近 50 家具身智能机器人企业 的 一线调研与走访，希望通过 详实 的案例 还原具身智能在工业与服务领 域的落地真貌，让技术革新的价值在场景中更为具象 ； 更深层次 的 ，我们也期待新一代智能机器 人更加理解行动背后的意图，在商业世界中明晰 " 为什么而行动 " ，从而 弥合 物理智能与商业智能 之间的 断层 ， 为人类社会创造出超越工具属性的深度价值。 技术、资本与政策掀起具身 智能 产业热潮 在黄仁勋提出的 AI 技术演进三大阶段（生成式 AI — Agentic AI — 物理 AI ）中，我们正处于从 Agentic AI 向物理 AI 过渡和跃升的关键节点。而具身智能机器人既承载了大模型赋予的 " 数字决策 能力 " ，又依托高精度传感器、灵巧执行结构等硬件实现了更智能的 " 物理 AI 执行能力 " ，从而 拥有广阔的市场场景 —— 根据 IDC 预测， 20 30 年中国具身智能机器人用户 ...

London, UK, March 18, 2026 (GLOBE NEWSWIRE) -- Optimum has been selected by Asahi Europe & International (AEI) as its ERP training partner for its major SAP S/4HANA transformation programme, Project Odyssey. The initiative will support AEI’s move from SAP ECC 6 to SAP S/4HANA, providing a standardised regional template for core business processes across Europe. Optimum logo Project Odyssey will span ten countries, including the UK, Czechia, Poland, Slovakia, Romania, Germany, Italy, Hungary and the Netherl ...

Polen Capital, an investment management company, released its fourth-quarter investor letter for “Polen International Growth Strategy”. A copy of the letter can be downloaded here. In 2025, foreign equity markets reached their highest returns in more than a decade, whereas Polan International Growth had flat returns. This was not attributed to weakening business fundamentals among its holdings, but the market’s preference for cyclically sensitive businesses. The strategy seeks to invest in companies with en ...

2026 年的马年春晚，机器人成了绝对的主角。 宇树科技的机器人腾空翻跃、耍起醉拳；松延动力的机器人依偎在蔡明身边，有模有样演起小品；魔 法原子的舞团与明星共舞，舞步分毫不差；银河通用的机器人在微电影里收拾碎杯、串烤肠、叠衣 服。这一刻，具身智能不再是实验室的模型，而是闯入了我们的年夜饭桌旁。 具身智能正释放指数级的增长动力。 2025 年《政府工作报告》中，具身智能和量子科技、 6G 一 起成了国家重点培育的未来产业。 IDC 预测，中国具身智能市场将从 2025 年的 14 亿美元，上升 到 2030 年的 770 亿美元，年复合增长率达 94% 。这意味着，未来十年内，这必将是一个规模过 万亿的超级赛道。 为了摸清行业真实情况， SAP 联同创业邦推出《 2025 具身智能机器人场景应用白皮书》。通过对 产业链上 40 多家具身智能企业的采访，我们发现，行业在硬件上正不断突破力控精度及响应速度， 软件上各种数据路径各显神通。同时，行业共识也非常清晰：机器人光有物理智能不够，只有注入 " 商业智能 " ，才能真正释放产业价值。 那么，什么是 " 商业智能 " ？我们离理想中的 " 智能载体 " 还有多远？ ...

Core Insights - KNAPP North America has integrated its AeroBot system with SAP systems through the new AeroBot App, built on the SAP Business Technology Platform (SAP BTP), enhancing automation integration within the SAP environment [1][2][5] Group 1: Product and Technology - The AeroBot system is designed for three-dimensional navigation, maximizing storage density and operational flexibility, and is known for its ease of integration and scalability [1][2] - The AeroBot App adheres to a "clean core" philosophy, operating as an encapsulated app on a multi-cloud platform rather than as custom code within SAP software [3][4] - The app manages communication between the AeroBot's machine controller and the existing SAP system using standard SAP interfaces, allowing for intuitive monitoring via SAP Fiori dashboards [4][5] Group 2: Implementation and Benefits - The integration approach minimizes impact on existing software architecture, significantly reducing operational risk and ensuring faster implementation times [5][6] - The AeroBot App is part of a growing suite of SAP BTP services from KNAPP, which includes integration services for other automation solutions like AMR Systems and Picking Technologies [6][7] Group 3: Company Overview - KNAPP operates globally with headquarters in Graz, Austria, and North America in Kennesaw, Georgia, providing software and hardware solutions for intelligent logistics automation across various industries [9][10] - The company emphasizes a collaborative approach and data-driven services, positioning itself as a trusted partner in sectors such as healthcare, retail, and manufacturing [9]

The Iran war and the spike in oil prices can make it easy to forget that just weeks ago, markets were in a panic about AI disruption. That threat is still in the background, and one fund manager has a trio of stock picks to consider whenever the market starts fretting over AI again."Two years ago, people would say software is the best business model in the world, and now all of a sudden, people start talking about terminal value," Tom Hancock, the head of the Focused Equity team at asset management firm GMO ...

Core Insights - LatticeFlow AI partners with SAP to enhance AI risk management and governance for enterprises, providing deep technical evaluations and continuous monitoring of AI systems in production [1][2][5] Group 1: Partnership and Objectives - The collaboration aims to enable enterprises using SAP solutions to translate AI frameworks and regulatory requirements into verifiable technical assessments [1][3] - LatticeFlow AI's platform is now available on SAP Store, allowing businesses to access deep technical assessments that support compliance with the EU AI Act [3][4] Group 2: Technical Evaluations and Compliance - The LatticeFlow AI platform supports the evaluation of various AI systems, including agentic AI and custom models, tracking performance, security, and reliability changes [4][6] - The partnership anticipates scaling technical evaluations across models and enterprise environments, setting standards for AI governance as systems evolve [6] Group 3: Industry Implications - As organizations create their own AI use cases, the need for technical evidence to manage evolving risks becomes critical, particularly in regulated industries [5] - The collaboration is positioned to support trustworthy AI adoption by providing verifiable evidence on AI performance and risk management [5][6]

SAP SE (NYSE:SAP) is among the best German stocks to buy according to analysts. On February 24, Bloomberg Law reported that German software company SAP SE (NYSE:SAP) had reached a settlement with Teradata over a long-running dispute. According to the report, the dispute arose in 2018 and hinged on trade secret and antitrust claims against SAP by Teradata. SAP reached a $480 million settlement with Teradata over the matter, averting a court trial that the report said was due to begin shortly. SAP SE (SAP) ...

Core Insights - The narrative surrounding AI's impact on Software as a Service (SaaS) is extreme, with fears that AI will completely displace traditional software solutions [1][2] - SaaS companies have the potential to leverage AI to enhance their offerings rather than being replaced by it, transforming the way software is developed and utilized [3][4] SaaS Transformation - SaaS needs to evolve with AI, as it is integral to the operational backbone of companies, ensuring data compliance, transactional safety, and reliability [3] - AI can significantly increase developer productivity, allowing for faster software delivery and innovation without the constraints of traditional coding processes [4][5] AI Integration in SaaS - Companies are utilizing AI for various applications, including support ticket resolution and the development of new AI capabilities, enhancing operational efficiency [7][8] - The focus is on creating multi-agent systems where different AI agents collaborate across functions like HR, finance, and supply chain to improve productivity [9] Future Developments - Companies are prioritizing the development of user-friendly interfaces that allow natural language interaction with systems, making processes like travel booking and expense reporting more efficient [10][11] - A new model, termed a tabular foundation model, is being developed to improve predictive capabilities, addressing limitations of large language models in forecasting and demand prediction [11]