Devoteam发布的《2025年AI准备度基准调查报告》基于20个国家、20余个行业的531份有效问卷，涵盖25%高管与35%IT专业人士，全面呈现了当前企业 AI应用的现状、挑战与趋势。报告核心显示，企业对AI的热情与实际落地成效存在差距，生成式AI快速渗透但价值转化不足，基础设施与技能储备仍是 关键制约。 AI应用普及与落地困境并存。生成式AI adoption增速显著，59%的员工已将其纳入日常工作流程，但仅36%的受访者表示团队生产力显著提升，46%对AI 的实际影响仍持观望态度。从企业层面看，AI应用多处于早期阶段：25%尚未启动相关探索，18%已制定生成式AI战略，但仅8%成功落地首个应用案 例，32%仍在识别使用场景，大规模深度集成尚未实现。同时，AI与现有IT基础设施的融合程度偏低，73%的企业处于"中等及以下"整合水平，仅8%实现 无缝集成。 企业AI推进呈现"IT主导、业务协同"的格局。55%的组织中IT部门仍是AI实施的主要推动者，而29%的企业已由业务部门主导AI倡议，反映出AI从技术工 具向业务赋能的转变。但营销、财务、人力资源等部门参与度较低，尚未充分挖掘AI在各职能领域的潜力。 ...

Market Overview - The market experienced significant volatility, with speculative stocks facing heavy losses, leading to a poor opening for tech stocks [2][4] - Federal Reserve Chairman J. Powell indicated the economy may require further assistance, which initially boosted the market, particularly bank stocks [3][6] - The Dow finished up 203 points, while the S&P 500 dipped by 0.16% and the NASDAQ fell by 76 points, reflecting mixed performance across sectors [4] Economic Indicators - The real economy is showing signs of recovery, particularly in the banking sector, which is crucial for overall economic health [3][10] - Powell's comments about potential interest rate cuts and halting bond selling could lead to lower mortgage rates, positively impacting the housing market [6][7] - Ongoing trade tensions, particularly with China, are creating uncertainty and affecting market performance [8][9] Company Performance - Wells Fargo, under CEO Charlie Scharf, is positioned for growth following the lifting of an asset cap, leading to a 7% gain in its stock, which outperformed the S&P 500 [12] - Builder FirstSource is benefiting from a recovering housing market, indicating potential for further growth in the sector [13] - Home Depot and Lowe's saw a rebound in stock prices, reflecting positive trends in the real economy [14] Technology Sector - The technology sector is facing challenges, with Nvidia's stock declining while AMD gained from a significant order from Oracle, highlighting competitive pressures in the data center market [15][16] - Walmart's partnership with ChatGPT for e-commerce initiatives has negatively impacted Amazon's stock, indicating increased competition in the AI and e-commerce space [16] Conclusion - The market is currently experiencing a shift towards the real economy, with banks leading the way, while speculative tech stocks are under pressure [17][22] - Future market performance may depend on the resolution of trade tensions and the Federal Reserve's monetary policy decisions [17][18]