美国软件股大崩盘的启示:至少在现阶段,AI对软件是替代、而非增益!

华尔街见闻
Jun 03, 2024

AI投资狂潮主要催生了芯片制造和云计算需求,而软件企业距离从中获利仍有一段距离。在人工智能热潮的强劲推动下,科技行业当前正上演着前所未有的剧烈洗牌。本周软件和企业科技公司的财报就暴露出这一转折期的阵痛——业绩普遍疲软,前景飘忽不定。软件公司距离从AI热潮获利仍有一段距离分析人士指出,目前AI投资狂潮主要催生了芯片制造和云计算需求,而软件企业距离从中获利仍有一段距离。彭博智库高级分析师Anurag ...

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