华尔街有多悲观?高盛直接把“软件”类比“报纸”

华尔街见闻
Feb 06

当华尔街开始用“报纸行业”来形容软件股时,市场对AI冲击的恐惧,已经进入一个极端阶段。 据追风交易台,高盛分析师Ben Snider及其团队在最新发布的报告中,罕见地将当前的软件行业,与2000年代初被互联网颠覆的报纸行业、以及90年代末遭遇监管重锤的烟草行业并列讨论,这种类比本身就足以说明华尔街对“AI冲击软件商业模式”的定价。 高盛认为,当前估值下跌反映的不是短期盈利波动,而是对软件行业长期...

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