该行表示，“我们也注意到，投资者担心 Anthropic/OpenAI 和其他 AI 现有领军企业会改变使命，成为下一阶段的企业软件基础设施。但在过去几周与行业内多位 CIO 沟通后，我们认为这种想法过于牵强，因为创收的核心焦点将围绕 AI 工作流的伙伴关系展开。我们继续认为，软件交易的触底可能已经成为过去。在我们的观点中：微软、赛富时、ServiceNow 的抛售表现与其未来几年的 AI 变现机会严重脱节。”
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.