美股“SaaS末日”来临:“软件-PE”陷入“死亡循环”

华尔街见闻
Feb 04

软件行业正遭遇一场由人工智能引发的生存危机,并将冲击波传导至私募信贷市场,形成危险的负反馈循环。高盛数据显示,标普北美软件指数已连续三周下跌,1月份暴跌15%,创下自2008年10月以来最大单月跌幅。这种恐慌情绪在本周二进一步加剧,AI初创公司Anthropic发布面向企业内部律师的生产力工具后,法律软件和出版公司股价应声暴跌。微软 股价在四个交易日内大跌近15%。Jefferies股票交易部门的...

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