{"id":81079,"topic":"ai","source":"新浪网","title":"AI时代软件公司将迎来价值体系重估 高增长潜力股浮出水面 - 新浪网","url":"https://finance.sina.cn/2026-09-12/detail-inirqfia5237185.d.html?vt=4","url_hash":"821f72368321599535b1fa065c1ead0a9341f134","author":"","summary":"<a href=\"https://news.google.com/rss/articles/CBMieEFVX3lxTFBsRm1teWtIdHBya2RXQnBVeHlMQnZUMGp3QU1uOVlTTE96NEdIMFViZkhleEFwai1meWJiV09KRUdrZjhWYTVVVTI2TFhVQjQ5YU15LUlvMTRfVXBQcU1fXzZQOFZYWEl3aFVSNGNhMFBqUEp6cTViRw?oc=5\" target=\"_blank\">AI时代软件公司将迎来价值体系重估 高增长潜力股浮出水面</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">新浪网</font>","content":"AI时代软件公司将迎来价值体系重估 高增长潜力股浮出水面\n人民财讯9月12日电，近日，工业和信息化部印发《“人工智能+软件”专项行动实施方案》。《行动方案》提出，到2030年，人工智能与软件和信息技术服务业融合发展实现新跃升，关键软件全面实现智能化升级，智能编程、智能体软件及智能服务等新业态成为产业新增长极，建成若干具有国际影响力的开源社区和产业集群，推动我国软件和信息技术服务业抢占全球价值链制高点。\n今年以来，随着AI深度渗透软件开发全流程，AI（人工智能）正在重构软件行业生产流程与竞争规则，软件行业正经历一场深刻变革。东吴证券认为，AI时代软件公司的价值判断将从“用户是否频繁打开应用”，转向“该系统是否处在企业任务执行链条中的关键位置”。具备核心数据、流程权限、治理审计和系统连接能力的平台型软件，有望从传统应用软件向企业AI基础设施重估。\n据证券时报·数据宝统计，截至9月11日，今年以来合计有32只软件股获得5次以上机构调研。其中南网数字、海天瑞声、中科信息、达梦数据、国能日新均获10次以上机构调研。\n从未来增长潜力来看，数据宝统计，根据5家以上机构一致预测，上述32只软件股中，今明两年净利润增速均有望超20%的有9只。以9月11日收盘价与年内高点相比，合合信息、福昕软件、石基信息回撤幅度超50%。","image_url":"https://n.sinaimg.cn/spider20260912/782/w900h682/20260912/4d9d-788f0a529094b20425522e7ed3f296df.png","lang":"zh","published_at":"2026-09-13T04:31:13+00:00","fetched_at":"2026-09-13T05:15:07+00:00","status":"read","starred":0,"extract_state":"ok","summary_auto":"AI时代软件公司将迎来价值体系重估…","cluster_id":null,"extract_retries":0,"extract_error":null,"contract_version":"news_item.v1","format_contract_version":"news_item_formats.v1","dedup_url":"https://finance.sina.cn/2026-09-12/detail-inirqfia5237185.d.html?vt=4","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 560 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":560,"summary_length":18,"usable_text_length":560,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":560,"summary_length":18}},"news_item":{"id":81079,"canonical_url":"https://finance.sina.cn/2026-09-12/detail-inirqfia5237185.d.html?vt=4","source_url":"https://finance.sina.cn/2026-09-12/detail-inirqfia5237185.d.html?vt=4","title":"AI时代软件公司将迎来价值体系重估 高增长潜力股浮出水面 - 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