Core Viewpoint - The article highlights the emergence of Haizhi Technology as a leader in the AI sector, emphasizing its focus on process automation rather than merely conversational AI, aligning with the broader industry trend towards automation in business processes [1][2]. Group 1: Haizhi Technology's Market Position - Haizhi Technology achieved an unprecedented oversubscription of 4068 times during its IPO, marking it as the "subscription king" of the Hong Kong stock market for the year 2026 [1]. - The company is recognized as the "first stock to dispel AI illusions," focusing on practical applications of AI that enhance operational efficiency [2]. - Institutional investors, including Hillhouse Capital and Junlian Capital, have shown strong interest in Haizhi Technology, indicating a shift towards rational investment in AI [1]. Group 2: Industry Trends and Predictions - The article discusses the rise of the Agent industry, with OpenClaw signaling the beginning of a new era for personalized agents, which are expected to replace traditional app stores [3][4]. - There is a consensus that future applications will be dominated by agents, with predictions that 80% of current apps may become obsolete due to new agent service architectures [8]. - The article argues that the notion of "everyone having an agent" is misleading, as the true goal of industrial AI is process automation rather than individual assistance [9]. Group 3: AI in Business Processes - The core value of AI in enterprises lies in its ability to automate processes, ensuring compliance and efficiency, rather than merely providing conversational capabilities [10][12]. - The article emphasizes that AI's role in businesses will shift from being a tool for individual tasks to managing entire workflows autonomously [16][19]. - Future business operations will see AI taking the lead in process execution, with human roles evolving to support and optimize AI systems [29]. Group 4: Challenges and Future Directions - The article outlines two phases of industrial AI development: the initial phase focused on fine-tuning large models and the current phase centered on building agents, both facing significant challenges [30][35]. - Many enterprises are moving away from simplistic AI applications and are seeking more integrated solutions that understand their unique operational environments [39][40]. - The future of industrial AI will depend on establishing a robust knowledge system that connects data, computation, and processes, termed "AI Ready," which is crucial for enhancing efficiency [41][59].
AI除幻第一股诞生，高瓴君联赚疯，这家公司，押中OpenClaw万亿美元赛道