Woofun AI 整理数据显示，花旗针对首席信息官的调查显示微软自研 AI 模型已达行业领先水平，推动微软、Palantir(PLTR.US) 及 Snowflake(SNOW.US) 增长；反之，Adobe(ADBE.US) 因企业预算转向 AI 项目承压。今年早些时候芯片股表现尚优于最佳软件股，如今格局逆转。
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