整理|冬梅这周二,SaaS、数据和软件类投资公司的市值蒸发了约 3000 亿美元。这并非因为盈利不及预期或宏观经济冲击,而是因为一款人工智能产品发布。这场危机已经持续数月。等到市场做出反应时,IGV 软件指数已较 9 月下旬的峰值下跌了约 30%。上周发生变化的不是方向,而是速度。几家根基深厚的企业软件公司股价在一天之内大幅下跌。Salesforce、ServiceNow、Adobe 和 ...
Source Link整理|冬梅这周二,SaaS、数据和软件类投资公司的市值蒸发了约 3000 亿美元。这并非因为盈利不及预期或宏观经济冲击,而是因为一款人工智能产品发布。这场危机已经持续数月。等到市场做出反应时,IGV 软件指数已较 9 月下旬的峰值下跌了约 30%。上周发生变化的不是方向,而是速度。几家根基深厚的企业软件公司股价在一天之内大幅下跌。Salesforce、ServiceNow、Adobe 和 ...
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