AI Agent冲击,国产软件板块亟待穿越“窄门”

21世纪经济报道
May 21

全球软件业在过去几个季度遭遇了一场突如其来的“估值雪崩”。自2025年9月至2026年5月中旬,全球SaaS与企业应用软件板块持续下挫,累计市值蒸发超万亿美元。  当地时间5月19日,高盛软件板块首席分析师加夫列拉·博尔赫斯(Gabriela Borges)发布题为《两次反弹,未见复苏》(Two Bounces, No Recovery)的最新研报并作出研判:截至5月中旬,其覆盖的应用软件板块个股...

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