7月22日，Atlassian盘中下跌5.3%，报85.80美元/股，成交额4324.53万美元。消息面上，市场对AI颠覆传统软件商业模式的担忧情绪持续发酵，美股软件板块连续承压。同行业中，Palantir跌4.19%，赛富时跌2.67%，AppLovin跌3.69%。
Atlassian此前在Jira中推出AI原生软件开发功能，集成Claude Code、Cursor及GitHub Copilot等编码代理，但市场担忧AI工具可能削弱传统软件订阅收入模式。此外，Oppenheimer指出公司数据中心收入增长面临短期压力，下次财报将于8月6日披露，预期EPS为0.32美元。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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