华尔街对软件股的质疑已持续一段时间，但近期市场情绪已从看跌恶化至“末日状态”——交易员正全面抛售该行业股票，对人工智能颠覆性冲击的担忧持续堆积。“我们称之为‘SaaS末日’(SaaSpocalypse)，即软件服务类股票的劫难，” 杰富瑞股票交易台的Jeffrey Favuzza表示，“当前交易完全是‘不计代价抛售’的模式。”这种焦虑在周二被放大：AI初创公司Anthropic发布了一款面向企业...
Source Link华尔街对软件股的质疑已持续一段时间，但近期市场情绪已从看跌恶化至“末日状态”——交易员正全面抛售该行业股票，对人工智能颠覆性冲击的担忧持续堆积。“我们称之为‘SaaS末日’(SaaSpocalypse)，即软件服务类股票的劫难，” 杰富瑞股票交易台的Jeffrey Favuzza表示，“当前交易完全是‘不计代价抛售’的模式。”这种焦虑在周二被放大：AI初创公司Anthropic发布了一款面向企业...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.