跑赢99%同行的基金警示：AI浪潮下软件公司幸存者寥寥

环球市场播报02-16

在软件股大跌前抛售的策略让Polar Capital基金经理Nick Evans获利颇丰。他告诫潜在抄底者：多数股票仍具风险，能挺过这场风暴的软件企业寥寥无几。　　“我们认为应用软件正面临来自人工智能的生存威胁，”Evans表示。他管理的120亿美元全球科技基金过去一年跑赢99%的同类基金，五年跑赢97%的同行。　　市场担忧Anthropic PBC旗下Claude Cowork等先进人工智能...

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跑赢99%同行的基金警示：AI浪潮下 软件公司幸存者寥寥

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跑赢99%同行的基金警示：AI浪潮下软件公司幸存者寥寥