针对近期软件板块因人工智能(AI)威胁论而遭遇的猛烈抛售,华尔街各大金融机构的高层正试图向投资者传递一个明确信号:关于软件企业末日的传言被严重夸大了。 上周,受AI初创公司Anthropic发布新工具的消息影响,Salesforce和Adobe等软件巨头股价大幅下挫,数千亿美元市值蒸发。市场恐慌情绪蔓延,投资者担心AI将取代传统软件功能,从而摧毁该行业的商业模式。 对此,来自高盛、黑石、...
Source Link针对近期软件板块因人工智能(AI)威胁论而遭遇的猛烈抛售,华尔街各大金融机构的高层正试图向投资者传递一个明确信号:关于软件企业末日的传言被严重夸大了。 上周,受AI初创公司Anthropic发布新工具的消息影响,Salesforce和Adobe等软件巨头股价大幅下挫,数千亿美元市值蒸发。市场恐慌情绪蔓延,投资者担心AI将取代传统软件功能,从而摧毁该行业的商业模式。 对此,来自高盛、黑石、...
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