Piper Sandler批量调降Adobe(ADBE.US)等十余家软件股目标价，预警AI引发“结构性看空”

智通财经02-04

智通财经APP获悉，投资机构Piper Sandler周二下调了三只企业软件股的评级，并调降了多家公司目标价，当前投资者对该板块的情绪持续冷淡。该公司分析师在致客户的报告中写道：“看空逻辑可简化为两点：其一，AI提升的效率将抑制或减少企业员工数量增长，这对按席位收费的软件公司构成逆风;其二，领先大语言模型提供商推出的‘自然语言编程’(Vibe coding)能力，意味着客户将能自行创建应用，而非从...

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