Targets large enterprises across sectors such as oil and gas, manufacturing, financial services, defense, healthcare, and telecommunications, with a focus on global markets.Offers enterprise AI software platforms and applications, including C3 AI Application Platform, Ex Machina, CRM, Data Vision, and industry-specific solutions for inventory optimization, supply chain risk, predictive maintenance, and fraud detection.How did the transaction price relate to prevailing market conditions? The weighted average ...

（文章来源：证券日报） 证券日报网讯 12月24日，优宁维在互动平台回答投资者提问时表示，公司作为生命科学一站式供应 商，高度重视信息化对于自身业务的赋能。作为实现一站式服务的重要支撑，公司不断迭代升级在线商 城，上线UCRM、CRM、实验室管理系统、OA、OMS等系统，助力公司业务和管理效率提升，并积极 借助大数据等技术，基于公司积累的客户数据，完善客户画像，以更加精准地为客户提供相关产品和服 务。后续公司会持续关注信息技术的相关进展，更好地借助信息技术提升公司一站式服务能力。 ...

Welcome to Big Ideas for 2026. We'll hear from Mark Andrew on the evolution of AI user interfaces and how the way we interact with intelligent systems is fundamentally changing. Stephanie Zayn discusses what it means to design for agents rather than humans, a shift that's reshaping product development.And Olivia Moore will share her thoughts on the rise of AI voice agents and their growing role in our daily lives. These aren't just predictions. They're insights from the people working directly with the foun ...

最近和一位做五金工贸的张总聊天，他的困惑很有代表性："去年花30万上了ERP，销售还在用Excel记客户，生产和仓库对不上库存；今年又加了CRM，结 果订单改了之后，生产部三天才收到消息，做出来的货全错了。数字化我知道要做，但第一步到底该踩哪块砖？" 张总的问题不是个例。据《2025工贸行业数字化报告》显示，62%的工贸企业尝试过数字化，但仅28%认为效果显著——很多老板要么"撒网式"投钱买系 统，要么"单点式"补短板，最终陷入"钱花了、效率没提"的怪圈。工贸企业数字化的第一步，真的不是买工具那么简单。 宝林云智企CEO 一、先搞懂：你到底在痛什么？ 要找第一步，得先拆透工贸企业的核心痛点。这些痛点往往藏在三个层面： 很多工贸企业的流程是"人治"而非"法治"： 二、别踩坑：这些错误做法正在浪费你的钱 很多老板想数字化，却第一步就走错了： 三、找对路：数字化第一步，先打通"核心业务链路" 1. 管理上的"部门墙"：信息传递靠喊 工贸企业的业务链路是"客户→订单→生产→库存→发货→收款"，但每个环节几乎都在"孤岛"里： 2. 数据上的"分散症"：报表等半天还不准 销售接了订单，用微信把需求发给生产，生产部要看库存 ...

RockFlow 投研团队第一时间对这个数万字的系列报告进行了深度编译与逻辑重塑。我们剥离了繁杂的术语，为你精炼出决定未来十年投资格局的五大核心 叙事。Enjoy AI 基础设施与 Agent：从"交互工具"进化为"自主生命体" 划重点： 1）AI 正在从"数字助理"进化为"自主执行集群"。2026 年将见证 AI 从"对话工具"向"多智能体系统（Multi-Agent）"的跨越。a16z 预言屏幕时代 即将终结，Agent 原生基建将重定义云端速度，开启企业运营杠杆的历史性飞跃。 2）科技正在溢出屏幕，"比特"开始全面接管"原子"。电气化、材料科学与 AI 融合而成的"电子工业堆栈"将成为物理世界运行的底层逻辑。通过 软件定义制造与 AI 自动化，美国有望迎来工厂复兴的黄金时代。 3）SaaS 正经历从"被动记录"到"主动推理"的范式转移，个性化服务将实现从"为所有人优化"到"为每个人定制"的飞跃。加密货币将化身为互联 网的基础结算层，稳定币与 RWA 将重构金融底层；而预防性医疗将开启长效变现的新蓝海。 在美股市场，预见趋势的能力往往决定了 Alpha 的成色。作为硅谷风投界的"定海神针"，a16z（An ...

Core Viewpoint - Traditional SaaS applications like CRM and ERP systems will not be replaced but will evolve to serve as the infrastructure for AI Agents, which will enhance the importance of data definition and interpretation within enterprises [2][10][15] Group 1: The Role of AI Agents - AI Agents will not eliminate traditional software systems; instead, they will necessitate a clearer separation between how tasks are performed and the sources of facts [2][10] - The effectiveness of AI Agents is contingent upon their ability to access and understand the correct data from various systems, highlighting the need for accurate and structured input data [2][9] - The emergence of AI Agents creates significant entrepreneurial opportunities for companies that can help businesses manage and structure their unstructured data [3][10] Group 2: Data Management Challenges - A significant portion of enterprise knowledge (80%) exists in unstructured data, which is becoming increasingly difficult to manage [2] - The complexity of data definitions within organizations leads to discrepancies in key metrics like Annual Recurring Revenue (ARR), complicating the role of AI Agents in providing accurate information [7][11] - The traditional approach of consolidating data into warehouses has only partially succeeded, as operational teams still rely on individual systems for real-time transactions [8][10] Group 3: Evolution of Systems - CRM and ERP systems will transition from user-centric interfaces to machine-oriented APIs, allowing AI Agents to interact with these systems programmatically [12][15] - The core value of enterprise systems lies in their ability to encapsulate chaotic data, which will remain essential despite changes in interface and interaction methods [13][15] - The demand for a clear, authoritative source of truth will only increase as AI Agents become more prevalent in business processes [14][15] Group 4: Future of Data Infrastructure - The combination of data warehouses, semantic layers, and governance tools will form the foundation for AI Agent workflows, evolving beyond traditional reporting systems [10][12] - The valuation of AI platforms will increasingly depend on their ability to define and manage facts, rather than just their user interfaces [14][15] - Companies that can create exceptional AI Agent experiences based on reliable data sources will have a competitive advantage in the evolving landscape [15]

Core Viewpoint - Digital transformation is often misunderstood by company leaders, leading to superficial or incomplete efforts. A deeper understanding of digitalization is essential for effective transformation [1][3]. Group 1: Misunderstandings and Issues - Many traditional company leaders equate digital transformation with merely purchasing advanced software systems, neglecting the unique aspects of their own organizations [2]. - There is a tendency to expect immediate financial returns from digital initiatives, which can lead to budget cuts or project cancellations when short-term results are not visible [4]. - Leaders often either delegate digital transformation entirely or interfere excessively in technical decisions, resulting in confusion and misalignment [4][5]. Group 2: Methodological and Cultural Challenges - Companies frequently lack a clear digital strategy and implementation roadmap, leading to ad-hoc approaches that fail to address real business needs [5]. - There is a common oversight of the human and cultural aspects of transformation, with many leaders failing to establish cross-departmental teams or address the resulting shifts in power and interests [6]. - A lack of a data-driven culture and reliance on traditional management practices hinder effective digital transformation [6]. Group 3: Recommendations for Leaders - Leaders should personally engage in learning about digitalization, lead transformation efforts, and actively participate in decision-making [7]. - It is crucial for leaders to maintain a long-term perspective, avoid rushing for quick wins, and embrace the complexities of digital transformation [7][8]. - Successful transformation requires a fundamental shift in leadership mindset, focusing on collaboration and data-driven decision-making [8].

Core Insights - TTEC Holdings, Inc. has been recognized as a Major Contender in the Everest Group Sales Services (B2B & B2C) PEAK Matrix® Assessment 2025, marking a significant milestone for the company as it is the first time its RevGen capabilities have been evaluated in this report [1][4] Company Performance - TTEC's end-to-end sales services portfolio includes outbound demand generation, inside sales, channel enablement, revenue operations, and post-sales growth, earning high marks for its technology-enabled global delivery model [4][5] - The company has strategic partnerships with leading vendors such as Salesforce, Outreach.io, Cresta, ZoomInfo, and Ambition, enhancing its tech-enabled offerings [3][4] - TTEC's RevGen portfolio is noted for driving smarter conversions, stronger pipelines, and lasting growth for clients [5] Industry Context - The PEAK Matrix® categorizes providers into Leaders, Major Contenders, or Aspirants, with Major Contenders demonstrating strong capabilities across B2B and B2C sales [2][5] - The 2025 Sales Services assessment includes 24 B2B and 14 B2C providers, highlighting the rapid evolution of the sales services landscape as companies adopt AI-enabled, insight-driven engagement models [5][8]

Core Insights - Guggenheim initiated coverage of monday.com Ltd. with a "Buy" rating and a $250 price target, citing significant upside potential in new Annual Recurring Revenue (ARR) and multi-year growth opportunities [1] - The company has transitioned from a viral, self-serve strategy to a more sales-led, multi-product approach, now serving over 250,000 customers and 2.5 million paying users [1] - Newer products, including CRM, Dev, and Service, account for approximately 10% of ARR and have experienced over 80% year-over-year growth in Q3 2025, compared to 22% growth in its core Work Management offering [1] AI Features and Market Position - monday.com’s AI features, such as vibe coding, have facilitated the creation of over 60,000 applications [2] - Guggenheim projects a long-term growth potential of 20% for the stock, arguing that current pricing reflects a zero-growth scenario that is unjustified [3] Financial Performance and Valuation - The company is on track to achieve revenue growth exceeding 26% and a free cash flow (FCF) margin above 27% this year, indicating a balanced Rule of 50+ company [4] - Current share pricing suggests a worst-case scenario of AI-driven productivity leading to a decline in seat count, which is considered unrealistic [4] - Seat growth has stabilized at over 15% from Q1 2025 to Q3 2025, supported by strong momentum in large customer segments, with achievable consensus estimates for FY26/FY27 [4]

Core Insights - TTEC Holdings, Inc. achieved three Gold Awards at the 2025 European Contact Centre & Customer Service Awards, highlighting its excellence in customer experience technology and services [1][3]. Group 1: Awards and Recognition - TTEC won Gold Awards for Best Strategic Transformation Program, Best Multilingual Customer Service, and Best Approach to Diversity, Equity, Inclusion and Belonging (DEIB) [3][5]. - TTEC Digital's partnership with Willis Towers Watson was recognized for integrating advanced analytics and omnichannel technology in UK contact centers, enhancing customer and colleague experiences [4]. - TTEC Greece's multilingual service model supports 16 languages and is driven by diversity, leading to high employee engagement and customer satisfaction [5]. Group 2: Additional Achievements - TTEC Greece also received a Bronze Award for Most Effective Management of Peak Demand and was Highly Commended for Most Effective Application of Technology to Support Operational Excellence [6]. - The company was a finalist for Best BPO Partnership and Best Strategic Transformation Program in partnership with Volkswagen Group UK [6]. Group 3: Industry Context - The ECCCSAs are recognized as Europe's largest awards program for customer contact and service organizations, emphasizing innovation and excellence in the industry [3][7]. - The judging process is noted for its independence and high standards, ensuring fair assessment of all finalists [7].