Workflow
计算机行业动态报告:重估数据库:未来软件=Agent+数据库
Minsheng Securities·2025-05-06 03:42

Investment Rating - The report maintains a "Hold" rating for the industry [6] Core Insights - The development of AI Agents is driving a transformation in software forms, establishing databases as indispensable in the AI era, serving not only as data carriers but also helping to mitigate issues like hallucinations in large model reasoning [5][42] - AI is empowering databases to upgrade themselves, enhancing operational efficiency and driving industry growth [4][31] Summary by Sections DB for AI: AI Agents Driving Software Transformation - AI Agents are expected to interact directly with databases, potentially replacing the intermediary application layer in traditional software architectures [1][11] - Databases play a crucial role in the AI era by ensuring high-quality data for AI training, which is essential for effective AI model performance [2][14] - Technologies like vector databases and RAG (Retrieval-Augmented Generation) are directly empowering AI development, addressing issues such as hallucinations in large model reasoning [2][16] AI for DB: AI Empowering Database Upgrades - Intelligent operations are being implemented, allowing for real-time monitoring, predictive analysis, and automated processing of database systems [4][31] - The use of natural language processing enables users to interact with databases more easily, converting natural language into SQL queries [4][35] - Autonomous databases are emerging, utilizing machine learning to perform tasks traditionally handled by database administrators, such as optimization and maintenance [4][36] Investment Recommendations - The report suggests focusing on companies such as Dameng Data, Taiji Co., Haima Data, Softcom Power, Creative Information, Star Ring Technology, SuperMap Software, and Toris [5][42]