高盛：智能体AI将重塑软件业格局 2030年市场规模激增超20%

Group 1 - Goldman Sachs reports that the next phase of generative AI, termed "Agentic AI," will significantly transform the enterprise software ecosystem [1][2] - Over the next three years, Agentic AI is expected to unlock productivity gains at the application layer, with the global software market projected to expand by at least 20% by 2030 [2][3] - The customer service software market could see growth rates between 20% to 45%, driven by the integration of traditional SaaS and AI agents [2][3] Group 2 - SaaS companies are anticipated to capture a substantial share of the new Agentic AI market, but their innovation pace is critical, and the transition may not be linear [3][4] - By 2030, Agentic AI is expected to account for over 60% of the total software market, potentially becoming the new user interface for knowledge workers [3][4] - Existing SaaS leaders are showing signs of enhancing execution capabilities, indicating a clear strategic market awareness [3][4] Group 3 - The technological architecture for generative AI applications will require a new tech stack, leading to significant changes in existing architectures [4] - The rise of AI platform layers and the improvement of key middleware will be crucial for the development of AI-native applications [4] - SaaS companies must adapt to emerging AI standards and adjust their architectures to successfully integrate into the generative AI enterprise application ecosystem [4][5] Group 4 - Despite current limitations in SaaS giants' transitions due to generative AI technology maturity, these factors are expected to translate into sustained growth momentum after 2027 [5] - Investors are advised to focus on companies such as Microsoft, Google, Salesforce, ServiceNow, HubSpot, Adobe, and several private firms as potential investment opportunities [5]