Sacred Rabbit
03-11
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甲骨文董事长埃里森不惧“软件末日”：那是别人的事，与我们无关
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</a></body></html>","htmlText":"<html><head></head><body><a href=\"\">[强] </a></body></html>","text":"[强] ","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/541367490139016","repostId":2618967239,"repostType":2,"repost":{"id":"2618967239","kind":"news","pubTimestamp":1773183749,"share":"https://www.laohu8.com/m/news/2618967239?lang=zh_CN&edition=full","pubTime":"2026-03-11 07:02","market":"us","language":"zh","title":"甲骨文董事长埃里森不惧“软件末日”：那是别人的事，与我们无关","url":"https://stock-news.laohu8.com/highlight/detail?id=2618967239","media":"IT之家","summary":"IT之家 3 月 11 日消息，据《商业内幕》今日报道，甲骨文董事长拉里 · 埃里森表示，AI 将导致 SaaS 公司大规模消亡的担忧，实质上被夸大了。甲骨文 CEO 迈克 · 西西利亚在同一场财报电话会议上也对“SaaS 末日”的说法予以回击。据IT之家了解，甲骨文并不是唯一试图淡化 Anthropic 和 OpenAI 可能威胁传统软件公司的企业。","content":"<html><body><article><p>IT之家 3 月 11 日消息，据《商业内幕》今日报道，<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>董事长拉里 · 埃里森表示，AI 将导致 SaaS（软件即服务）公司大规模消亡的担忧，实质上被夸大了。</p><p>拉里 · 埃里森在周二的财报电话会议上说，所谓的“SaaS 末日（Saaspocalypse）”可能会成为其他公司的问题，但不会影响甲骨文。“现在已经出现新的编程工具，可以帮助甲骨文构建完整的软件体系 ——<strong>基于智能体的软件</strong>，可以用于自动化医疗或金融服务等完整行业生态，这正是甲骨文正在做的事。因此我们认为，自己会成为颠覆者。故此，所谓的‘SaaS 末日’景象<strong>只会降临在别人头上，与我们无关</strong>。”</p><p>过去一个月，市场对 AI 取代传统软件工具的担忧明显上升。Anthropic 发布新的智能体 AI 工具后，<a href=\"https://laohu8.com/S/CRM\">Salesforce</a> 和 Asana 等软件股出现抛售。</p><p>甲骨文 CEO 迈克 · 西西利亚在同一场财报电话会议上也对“SaaS 末日”的说法予以回击。“如果我们没有拥抱 AI 工具以及编程能力，确实会构成威胁。但我们不但在用，而且速度非常快。我们正在利用 AI 开发全新的 SaaS 产品，同时也把 AI 智能体嵌入现有应用套件。”</p><p>西西利亚补充说：“我还没遇到哪个客户说自己准备好放弃零售的商品管理系统、核心银行系统、活期存款账户系统、电子病历系统，以及那些零散拼凑的 AI 功能，然后指望这些东西一夜之间就能取代所有这些。实际上，我们经常听到的是，他们<strong>根本没这个打算</strong>。”</p><p>据IT之家了解，甲骨文并不是唯一试图淡化 Anthropic 和 OpenAI 可能威胁传统软件公司的企业。</p><p>Salesforce CEO 马克 · 贝尼奥夫最近也试图安抚投资者，强调 Salesforce 围绕 AI 智能体的战略能够帮助公司抵御所谓的软件末日。“如果真的存在‘SaaS 末日’，也许会被‘SaaS 巨鳄’吃掉，因为很多公司仍然在大量使用 SaaS，而且有了智能体的加持，软件将变得更强大。”</p><p><a href=\"https://laohu8.com/S/WDAY\">Workday</a> CEO 阿尼尔 · 布斯里在上周的财报电话会议上也试图缓解类似担忧。他表示，人力资源和企业软件系统涉及复杂的安全和监管要求，并强调 Anthropic 和 OpenAI 等 AI 公司本身也在使用自家软件。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>甲骨文董事长埃里森不惧“软件末日”：那是别人的事，与我们无关</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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class=\"title\">\n甲骨文董事长埃里森不惧“软件末日”：那是别人的事，与我们无关\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-11 07:02 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311070314a45f7650&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 3 月 11 日消息，据《商业内幕》今日报道，甲骨文董事长拉里 · 埃里森表示，AI 将导致 SaaS（软件即服务）公司大规模消亡的担忧，实质上被夸大了。拉里 · 埃里森在周二的财报电话会议上说，所谓的“SaaS 末日（Saaspocalypse）”可能会成为其他公司的问题，但不会影响甲骨文。“现在已经出现新的编程工具，可以帮助甲骨文构建完整的软件体系 ——基于智能体的软件，可以用于...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311070314a45f7650&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC 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——基于智能体的软件，可以用于自动化医疗或金融服务等完整行业生态，这正是甲骨文正在做的事。因此我们认为，自己会成为颠覆者。故此，所谓的‘SaaS 末日’景象只会降临在别人头上，与我们无关。”过去一个月，市场对 AI 取代传统软件工具的担忧明显上升。Anthropic 发布新的智能体 AI 工具后，Salesforce 和 Asana 等软件股出现抛售。甲骨文 CEO 迈克 · 西西利亚在同一场财报电话会议上也对“SaaS 末日”的说法予以回击。“如果我们没有拥抱 AI 工具以及编程能力，确实会构成威胁。但我们不但在用，而且速度非常快。我们正在利用 AI 开发全新的 SaaS 产品，同时也把 AI 智能体嵌入现有应用套件。”西西利亚补充说：“我还没遇到哪个客户说自己准备好放弃零售的商品管理系统、核心银行系统、活期存款账户系统、电子病历系统，以及那些零散拼凑的 AI 功能，然后指望这些东西一夜之间就能取代所有这些。实际上，我们经常听到的是，他们根本没这个打算。”据IT之家了解，甲骨文并不是唯一试图淡化 Anthropic 和 OpenAI 可能威胁传统软件公司的企业。Salesforce CEO 马克 · 贝尼奥夫最近也试图安抚投资者，强调 Salesforce 围绕 AI 智能体的战略能够帮助公司抵御所谓的软件末日。“如果真的存在‘SaaS 末日’，也许会被‘SaaS 巨鳄’吃掉，因为很多公司仍然在大量使用 SaaS，而且有了智能体的加持，软件将变得更强大。”Workday CEO 阿尼尔 · 布斯里在上周的财报电话会议上也试图缓解类似担忧。他表示，人力资源和企业软件系统涉及复杂的安全和监管要求，并强调 Anthropic 和 OpenAI 等 AI 公司本身也在使用自家软件。","news_type":1,"symbols_score_info":{"ORCL":1.95,"ORCX":0.6,"ORCS":0.6,"ORCU":0.6}},"isVote":1,"tweetType":1,"viewCount":102,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/541367490139016"}
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