市值跌超百亿美元,MNDY CEO称还没到“末日”

阿尔法工场研究院
Mar 04

Monday.com(MNDY)是一家总部位于以色列特拉维夫的云计算公司,通过软件即服务(SaaS)模式提供工作管理平台,2021年6月于纳斯达克上市,发行价155美元 ,2023年全球客户规模突破22.5万家,2025年9月公司入选2025年《财富》全球未来50强。

在访谈中,Monday.com的CEO Eran Zinman 讨论了AI智能体时代对软件行业的冲击与应对,他不认同AI将颠覆软件公司的“末日论”,强调区分市场情绪与业务基本面,并展望软件市场巨大增长潜力。

不过自2026年美股开盘至今,Monday.com股价已从1月2日的148.43美元/股跌至3月2日的70.98美元/股,跌幅高达52.18%;近一年来,Monday.com总市值已经跌超百亿美元。(视频源自:20VC with Harry Stebbings)

#AI #软件 #云计算 #美股 

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