私募巨头阿波罗警告:“软件已死”!AI正重塑4400亿美元估值逻辑

华尔街见闻
Feb 03

私募股权长期依赖的软件行业“避风港”因AI冲击而崩塌。阿波罗等机构已大幅削减软件敞口,导致SaaS公司估值倍数从高位骤降,信贷机构正紧急排查投资组合中的脆弱资产。这场由AI引发的结构性颠覆,直接冲击了私募股权过去十年高达4400亿美元的软件投资,行业“稳定增长、高估值”的旧范式正在被快速瓦解。周二,美股法律软件和数据服务公司大跌, 汤森路透 大跌近16%, LegalZoom.com, Inc ...

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