传统SaaS大灭绝？！软件股集体大跌，会有触底反弹的一天吗？

小虎AV

02-04

悬赏1000虎币

AI初创公司Anthropic发布了一款面向企业内部法务的AI生产力工具，随即引发各软件股大抛售。Jefferies 股票交易部门的Jeffrey Favuzza对软件板块的现状描述是：SaaS 大灭绝。

Bloomberg Intelligence全球科技研究主管Mandeep Singh对此则表达了相对中立，甚至于乐观的态度：

华尔街此前一段时间就对软件股持怀疑态度，近期市场情绪基本走向了“末日论”。大家觉得随着AI科技发展，各家企业开始自己做软件，传统SaaS护城河是否已经被击溃？你会等待抄底机会吗？

评论区分享你的观点，一起赢取虎币奖励！ $赛富时(CRM)$ $财捷(INTU)$ $ServiceNow(NOW)$ $Adobe(ADBE)$ $自动数据处理(ADP)$ $铿腾电子(CDNS)$

存储转向软件？IGV有上车机会吗？

半导体板块上周五大跌，SMH创下自三月以来最糟糕单日表现，本周一存储芯片股继续拖累大盘，软件股继续走高，Salesforce涨超3%。【大家觉得半导体板块是否会继续追赶其他版块下跌趋势？软件股有机会延续涨势吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

悬赏已结束

585虎币已分给20位参与者,剩余415虎币已退还至发起者

截止至02/25 15:23

精彩评论

勇敢_小虎
02-04
勇敢_小虎
赢得30虎币
暂时不会抄底的，保持好现金流，如果这些公司加上AI，那就可以抄底了。而且这些公司有基础，🈶业务，未来持续看好。加油
一路走来cd
02-04
一路走来cd
赢得30虎币
让子弹飞一会儿，不急。
外行看热闹，大多数都是听风传说，确认需要点时间。
花香满楼
02-04
花香满楼
赢得30虎币
改变行业的机会来了，量能减小就是机会
effortless
02-04
effortless
赢得30虎币
我觉得不能随便抄底，要看AI原生转型与数据壁垒。抄底要选择：①已完成AI原生重构（非仅加聊天框），有可量化ROI数据；②拥有垂直行业数据壁垒，形成知识图谱；③客户留存率>85%、净收入留存率>100%，现金流稳健；④AI相关收入占比>20%且增速>50%。
Fayreey
02-04
Fayreey
赢得30虎币
Adobe不被资本看好，已经好久了
Sodmos
02-04
Sodmos
赢得30虎币
商业软件会行业大洗牌

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