有望成为AI下一个“超级垂直领域”，巨头集体押注电子表格

Group 1 - Anthropic launched the Claude in Excel plugin, an intelligent assistant embedded in Excel that can understand entire workbooks, including complex formulas and multi-sheet dependencies [1] - Altimeter Capital's partner, Freda Duan, highlighted that while programming is currently a strong AI application area, Excel has the potential to become the next "super vertical" in AI due to its billion-user scale [1] - Major industry players like OpenAI and Anthropic are actively expanding into the spreadsheet and productivity workflow sectors, indicating a significant shift in the market [1] Group 2 - The AI + office software market is projected to reach 30.864 billion yuan in 2024 and is expected to grow to 191.137 billion yuan by 2028, with a compound annual growth rate (CAGR) of 57.75% [1] - GF Securities believes that if the upcoming DeepSeek V4 shows improvements in model capabilities and reduced computing costs, it could accelerate the commercialization of related applications [2] - Kingsoft Office is identified as a leading domestic office software company, while Yealink has developed a comprehensive business covering desktop communication terminals, conference products, and cloud office terminals [2]