美银：谷歌(GOOGL.US)重金押注AI代码同业巨头GitLab(GTLB.US)、JFrog(FROG.US)直面围剿

智通财经2025-07-14

智通财经APP获悉，谷歌(GOOGL.US)以24亿美元收购人工智能(AI)代码生成工具公司Windsurf的技术授权及人才团队，这一交易或将加剧DevSecOps领域的竞争格局。美国银行分析指出，此举可能对GitLab(GTLB.US)和JFrog(FROG.US)等企业构成竞争压力。“以Windsurf和Cursor为代表的AI代码生成工具正成为DevSecOps领域(应用开发、安全防护、运维...

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href=http://www.zhitongcaijing.com/content/detail/1317593.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，谷歌(GOOGL.US)以24亿美元收购人工智能(AI)代码生成工具公司Windsurf的技术授权及人才团队，这一交易或将加剧DevSecOps领域的竞争格局。美国银行分析指出，此举可能对GitLab(GTLB.US)和JFrog(FROG.US)等企业构成竞争压力。“以Windsurf和Cursor为代表的AI代码生成工具正成为DevSecOps领域(应用开发、安全防护、运维...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1317593.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0203347892.USD","symbol_name":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC 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Ikeda领导的美银分析师团队在周一发布的投资者报告中表示，“私营代码生成工具在用户规模与营收增长方面的快速扩张，以及生成式AI与智能体AI在该领域展现的实际效益，共同推动了这一趋势。”分析报告特别指出，GitLab近期已着重强调其在AI驱动DevSecOps领域的战略布局。“面对私营代码生成工具在估值、增长及差异化方面的市场热议，加之GitLab决定将部分AI功能(如代码建议)免费纳入付费层级(Premium和Ultimate套餐)，我们认为市场将更加关注其代码生成工具的战略布局是否得当，”Ikeda表示。JFrog同样面临巩固市场地位的新挑战。Ikeda补充道：“随着代码生成工具逐渐成为赢得DevSecOps工作流主导权的关键战场，以及GitLab等平台供应商计划扩展二进制存储库功能，我们认为关于JFrog长期行业领导地位的讨论将会升温。尽管我们的前期研究显示JFrog在三大头部供应商(尤其是企业级市场)中占据领先地位，但若二进制存储库工作流的战略价值持续提升，JFrog可能需要采取更积极的防御策略。”美银对GitLab和JFrog均给予“买入”评级，目标价分别为72美元和48美元。值得关注的是，谷歌此次收购使得OpenAI此前拟议的收购计划落空——据传今年5月OpenAI曾计划以30亿美元收购Windsurf。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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美银：谷歌(GOOGL.US)重金押注AI代码 同业巨头GitLab(GTLB.US)、JFrog(FROG.US)直面围剿

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美银：谷歌(GOOGL.US)重金押注AI代码同业巨头GitLab(GTLB.US)、JFrog(FROG.US)直面围剿