东部时间上午10点22分 - 尽管投资者普遍预测人工智能将导致软件行业的衰落，但摩根大通分析师表示，该行业的困境最终将得到缓解。分析师指出，软件相对于半导体的估值正在接近历史上为软件股带来强劲超额收益的水平，并补充说软件股通常在降息环境中表现更佳，而这种环境很可能在未来几周内形成。
分析师还表示，HubSpot本周对人工智能引发的压力论调给出了有力回应，该公司表示"我们提供客户背景来推动增长洞察——这在大语言模型中是不存在的。"
此外，摩根大通指出，HubSpot现在提供混合定价模式，而不是纯粹基于席位的定价，为客户提供了灵活的付费方式。
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