当一家AI初创公司的产品发布能让全球软件巨头单日蒸发数千亿美元市值,我们见证的不仅是技术迭代,更是资本市场的范式转移——创新正以前所未有的速度摧毁旧秩序,同时孕育新生态。2026年2月3日,AI初创公司Anthropic发布了面向企业的Claude Cowork工具及多个行业插件(法律、金融、销售、运营等),市场认为这直接威胁到传统SaaS软件的核心功能,击穿了订阅制护城河。这被华尔街称为“...
Source Link当一家AI初创公司的产品发布能让全球软件巨头单日蒸发数千亿美元市值,我们见证的不仅是技术迭代,更是资本市场的范式转移——创新正以前所未有的速度摧毁旧秩序,同时孕育新生态。2026年2月3日,AI初创公司Anthropic发布了面向企业的Claude Cowork工具及多个行业插件(法律、金融、销售、运营等),市场认为这直接威胁到传统SaaS软件的核心功能,击穿了订阅制护城河。这被华尔街称为“...
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