撰文:宇宙波鸣人,深潮 TechFlow2026 年 2 月,科技股市场正在经历一场被部分媒体称为 “SaaSpocalypse” (SaaS 末日)的系统性崩盘。Salesforce 股价从 2025 年高点跌去近 40%;ServiceNow 单季财报发布后单日暴跌超 11%,原因不过是管理层在电话会上提了一句“AI 智能体正在使席位增长的能见度变得复杂”;Workday 跌超 22%;整个 ...
Source Link撰文:宇宙波鸣人,深潮 TechFlow2026 年 2 月,科技股市场正在经历一场被部分媒体称为 “SaaSpocalypse” (SaaS 末日)的系统性崩盘。Salesforce 股价从 2025 年高点跌去近 40%;ServiceNow 单季财报发布后单日暴跌超 11%,原因不过是管理层在电话会上提了一句“AI 智能体正在使席位增长的能见度变得复杂”;Workday 跌超 22%;整个 ...
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