SaaS未死新篇启：智能体AI赋能，传统软件向行动系统华丽转身

ITBEAR科技资讯02-16

近年来，关于企业软件领域的变革讨论从未停歇。几年前，有行业顾问曾大胆预测，Web服务将超越应用程序成为核心业务能力载体，而应用程序将退居幕后。这一论断虽未完全应验，但集成与API技术确实已成为现代数字企业的关键支撑。如今，类似的争议再次浮现——这次聚焦于软件即服务（SaaS）模式的长期前景。随着投资者对SaaS企业估值逻辑的重新审视，市场正经历新一轮震荡。近期，关于"SaaS已死"的论调甚嚣尘上。...

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systems","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVII":0.6,"NOW":1.84,"NVDG":0.6,"DIPS":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"NVD":0.6,"NVDY":0.6,"NVIW.SI":0.6,"NVDU":0.6,"NVDD":0.6,"NVDX":0.6,"NVDA":0.9,"NVD3.UK":0.6,"NVDS":0.6,"NVDQ":0.6,"2NVD.UK":0.6,"NVDW":0.6,"3NVD.UK":0.6},"content_text":"近年来，关于企业软件领域的变革讨论从未停歇。几年前，有行业顾问曾大胆预测，Web服务将超越应用程序成为核心业务能力载体，而应用程序将退居幕后。这一论断虽未完全应验，但集成与API技术确实已成为现代数字企业的关键支撑。如今，类似的争议再次浮现——这次聚焦于软件即服务（SaaS）模式的长期前景。随着投资者对SaaS企业估值逻辑的重新审视，市场正经历新一轮震荡。近期，关于\"SaaS已死\"的论调甚嚣尘上。部分行业观察者指出，ServiceNow、Salesforce等巨头股价波动印证了这一观点。福布斯专栏作家Alexander Puutio甚至宣称：\"服务即服务万岁，SaaS已成过去式。\"这种声音在多家企业财报发布后进一步发酵，导致投资者纷纷下调对传统SaaS企业的增长预期。然而，这种非黑即白的判断忽略了技术演进的复杂性。现实情况显示，SaaS与本地部署软件并未走向消亡，而是经历着功能定位的深刻转变。这些平台正从单纯的数据记录系统，进化为智能体AI的价值基石。尽管数据创建、存储与分析的场景可能发生变化，但SaaS架构仍将是主要承载形式。以企业资源规划（ERP）系统为例，Workday首席技术官Peter Ballis指出，智能体技术正在推动其从记录型向行动型系统转型。技术转型的迹象已十分明显。调研数据显示，67.5%的软件企业已部署智能体AI解决方案。Dresner咨询服务公司创始人Howard Dresner认为，这项技术不会取代现有系统，而是通过普及访问权限推动业务变革。智能体正在重新定义人机协作边界——将重复性工作自动化，同时释放人类创造力。这种转变意味着，传统软件的价值主张将被彻底重塑，从单纯的数据管理转向可量化的业务成果交付。对于企业技术决策者而言，数据基础建设成为关键战场。谷歌\"AI投资回报率2025\"报告显示，在3466家受访组织中，仅12.5%的早期智能体AI采用者实现显著价值。进一步分析发现，成功企业普遍在数据质量、治理、集成等基础领域投入巨大。研究指出，仅有32%的企业在商业智能领域取得成功，这些赢家无一例外都建立了完善的数据工业化体系。这场变革正在重塑软件行业的竞争格局。长期以来，低代码平台、流程工具、商业智能等细分领域界限分明。但随着技术融合加速，软件供应商不得不面对更广泛的竞争群体。行业分析师预测，这种趋势将引发新一轮并购潮，具备跨领域整合能力的企业将脱颖而出。对于CIO来说，战略选择比技术追逐更重要——建立数据能力社区、制定平衡短期执行与长期转型的路线图，比采购最新技术更具现实意义。投资者同样需要调整评估框架。与其关注\"颠覆者\"标签，不如深入考察企业赋能智能体经济的能力。数据显示，68%的组织仍受困于数据成熟度不足，能够帮助这些企业跨越障碍的供应商将获得超额回报。正如英伟达在芯片领域的成功所示，真正的赢家将是那些既能强化现有系统，又能推动向行动型架构转型的企业。这场变革的本质不是替代，而是通过技术增强实现业务模式的进化。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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