投行调查:AI冲击软件行业,私募二级市场投资者转向观望

格隆汇
Aug 15
根据投行Lazard的一项市场调查,私募股权基金份额二级市场的投资者正在改变评估潜在软件投资标的的方式。在等待AI对商业模式和估值造成的颠覆影响进一步明朗之际,他们往往“将资金转向其他投资机会”。这家投行表示,绝大多数受访者(91%)认为,软件公司应对AI威胁、避免其产品被淘汰的主要护城河,是“AI难以复制的专有数据优势和网络效应”。Lazard表示,截至今年6月,仅有4%的受访者表示,他们对软件行业的投资方式没有发生变化。

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