Atlassian Corporation PLC（股票代码：TEAM）今日盘中股价大幅上涨5.13%，表现显著强于大盘。
消息面上，尽管近期软件板块因担忧人工智能（AI）冲击传统商业模式而普遍承压，但Atlassian因其高昂的研发投入而获得市场关注。有分析指出，在截至2025年6月30日的最新财年中，Atlassian的研发支出高达27亿美元，占其当期营收的51%，这一比例在软件公司中处于领先水平。
市场观点认为，如此高强度的研发投入，特别是用于开发AI工具与功能，是公司积极应对AI时代挑战、构建长期竞争力的关键举措。这在一定程度上缓解了市场对AI可能削弱其产品需求的担忧，并被视为其未来增长的积极信号，从而吸引了投资者的买入。
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