As the market focuses on AI-related investments such as GPUs and data centers, enterprise software stocks have performed weakly. According to an article published by Chain News, analyst Dan Ives is optimistic about SaaS companies like Salesforce and ServiceNow, believing that the market has underestimated their potential in AI applications. He pointed out that these companies have advantages in the integration and application of AI technologies, and may gain a larger market share in the future. Investors should pay attention to these companies' innovations and developments in the AI field.