智通财经网·2025-07-31 03:41Group 1 - Goldman Sachs forecasts a recovery in revenue growth for 2025 among nine covered software companies, driven by improved customer order momentum, although certain sectors like construction may still face short-term IT spending pressures [1] - Profit for 2025 is expected to remain weak, but improvements in operational efficiency and workforce optimization may lead to profit growth in the second half of 2025 [1] - Recommended stocks include Kingsoft Office (688111.SH), Kingdee International (00268), and Yonyou Network (600588.SH) [1] Group 2 - Key issues to monitor in the upcoming earnings season include advancements in AI product upgrades and monetization, customer IT spending outlook for the second half of 2025, workforce planning, and new business opportunities in vertical markets and outside of China [1] - Preference is given to companies that have made early strides in AI monetization, possess a high proportion of recurring revenue, and maintain healthy cash flow [1]