IBM今日盘前股价大跌5.01%，引发了市场的广泛关注。
消息面上，据彭博社等媒体报道，星巴克正在利用人工智能技术开发内部软件工具，以取代目前从IBM采购的维护管理工具。星巴克首席技术官透露，公司每年仅在软件方面的支出就高达约4亿美元，存在明确的成本削减空间。这些自研软件若测试合格，有望在明年年底前投入使用。
此举引发了市场对企业客户利用AI技术减少对传统软件供应商依赖趋势的担忧。长期以来，企业因业务中断风险而受制于技术供应商，而AI正降低自建工具的复杂度，使得企业从零开始开发应用变得更加容易。这一趋势可能对IBM等软件公司的未来收入构成潜在威胁，从而影响了投资者信心，导致股价在盘前交易时段显著下挫。
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