美银研究警告称"SaaS企业如Adobe的情况可能会更糟"

英为财情
Aug 11, 2025

Investing.com - 美银研究在周一的报告中将Adobe(NASDAQ:ADBE)降级至"卖出",警告称人工智能的转变正在引发"领先SaaS公司估值收缩的早期阶段"。"世界正在认识到’AI正在吞噬软件’的现实,"美银写道,指出Adobe、Atlassian(NASDAQ:TEAM)和Salesforce(NYSE:CRM)等曾经的明星企业今年以来均下跌超过20%。该公司看到了与2000...

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