计算机行业GenAI系列（一）：AI大模型赋能B端应用，高ROI场景将率先实现PMF

Investment Rating - The report indicates a "Hold" rating for the industry, expecting stock performance to fluctuate between -5% and +5% relative to the market over the next 12 months [71]. Core Insights - The report emphasizes that AI large models are transforming business scenarios by enhancing value-added services, improving efficiency, and accelerating decision-making processes. This transformation is expected to significantly boost market competitiveness for enterprises [99]. - The concept of "Agent" is highlighted as a crucial trend for future development. AI Agents, as intelligent systems, can perceive and collect external data, recognize patterns, make decisions, and execute necessary actions. This adaptability makes them well-suited for B-end applications, where business scenarios are clearer and there is substantial industry knowledge and data accumulation [99]. Summary by Sections AI Large Models Empowering Business Scenarios - AI large models can analyze user behavior in real-time, creating detailed user profiles and matching suitable advertising content, thus enhancing marketing effectiveness [6][16]. - The integration of AI in CRM tools allows for more precise data analysis and personalized customer service, improving customer engagement and conversion rates [16][60]. Advertising and User Acquisition - Platforms like AppDiscovery have successfully improved user acquisition and advertising ROI for companies, demonstrating the effectiveness of AI in optimizing advertising strategies [9][10]. - The use of generative AI in advertising creative processes has significantly increased efficiency and quality, allowing for rapid adjustments based on market trends [10][11]. Software Development and Automation - AI large models are expected to automate traditional programming tasks, reducing error rates and development cycles by significant margins, such as a 20% reduction in development time [36][80]. - The report notes that the commercial value of AI applications in software development is higher due to their direct link to product development and revenue growth [80]. Future Trends and Market Dynamics - The report identifies that high ROI scenarios in B-end applications, such as software development, advertising, and CRM, will likely achieve product-market fit more rapidly due to their standardized tasks and clear efficiency demands [58][65]. - The competitive landscape is expected to intensify as AI-native startups emerge alongside traditional giants leveraging their resources and industry experience [67].