汇丰“逆市之言”:软件将吞噬AI,现在是抄底好时机

华尔街见闻
Feb 25

汇丰认为,企业级软件不会被颠覆,反而将“吞噬并驯化”AI。大模型的非确定性缺陷无法满足企业零错误、高可靠的要求,而微软、甲骨文等传统软件巨头凭借深厚的数据和架构壁垒,正将AI嵌入其平台。相比前期爆炒的硬件半导体,当前软件板块估值处于历史低点,2026年将是软件行业AI变现的启动元年。AI写代码能颠覆SaaS?汇丰的答案恰恰相反。据追风交易台,2月24日,汇丰银行美国科技研究主管Stephen ...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10