OpenAI上线Presence致AI应用软件股普跌 Shopify(SHOP)、赛富时(CRM)挫逾3%

金吾财讯
Jul 23

金吾财讯 | 美股AI应用软件股普跌,截至发稿,Figma Inc (FIG) 跌 3.89%,HubSpot (HUBS) 跌 3.33%,Shopify (SHOP) 跌 3.38%,Atlassian (TEAM) 跌 3.30%,Snap Inc (SNAP) 跌 3.24%,Roblox (RBLX) 跌 3.02%,赛富时 (CRM) 跌 3.08%,Unity Software (U) 跌 3.04%。消息面上,OpenAI日前正式对外OpenAI Presence新服务,旨在帮助企业更高效地部署和运行AI智能体。据介绍,该平台能够将AI智能体与企业内部数据、管理制度、现有软件及业务流程进行深度链接,使AI更好地融入企业运营。目前,该产品可处理事务包括但不限于实现客户服务、销售等部分工作自动化,处理账单问题、提供保险理赔支持、处理员工信息技术服务诉求等。市场普遍认为,随着AI大模型领域竞争日趋白热化,OpenAI等厂商加速向企业级软件领域转型。且业内亦指出,相比单一的模型服务,企业级软件产品的客户粘性更高,且客户更倾向于购买完整的商业解决方案,而非仅仅采购AI基础模型。这也意味着,该趋势或进一步冲击传统AI软件企业当前发展。

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