UPSTREAM TITLE: 银河证券：FDE重构AI应用新范式，软件行业或迎价值重估
SHORT SUMMARY: China Galaxy Securities said forward deployed engineers are becoming a standardized path for landing AI in enterprises, shifting software revenue toward AI customization, private deployment, model operations, and on-site engineering services. The note argues FDE-led delivery can raise customer stickiness, average contract value, and the valuation ceiling for software companies with industry know-how.
OUTLET: 21财经 / 界面新闻 / 中国银河证券
LINK: https://m.21jingji.com/article/20260812/herald/1da0c61aa76c9d03927a440cf59a6f25.html