中信证券:预计美股软件板块当下痛苦状态仍可能持续一段时间

第一财经
Feb 05

中信证券研报表示,美股软件板块当下正面临惨烈抛售压力,回顾历史,面对历次针对科技浪潮的质疑,最佳、唯一的回击方式便是企业业绩,本次AI浪潮亦不例外。相较于AI初创企业,传统软件企业在客户资源、交付服务、领域知识&数据积累等层面具有明显优势,同时亦在通过M&A、产品&商业模式调整等积极应对可能的AI冲击&机遇。谁是最终的受益者&受损者,可能在很长的时间周期内都是一个需要持续讨论的问题。但考虑到当下...

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