目前来看，没有错杀。_老虎社区_美港股上老虎

目前来看，没有错杀。持股的话只能继续等待。
传统SaaS公司（软件公司）之所以能获得高估值，本质是因为其“高毛利+高续费率+可预测增长”，但当AI开始降低软件使用门槛、甚至直接替代软件功能时，这种可预测性正在被削弱，估值体系自然面临重构。
在Al不断进化的情况下，软件公司需要证明盈利的持续性，还有不会被Al颠覆 [正经]

OpenAI带崩AI链条！股价大跌，能否上车？

OpenAI未能完成内部业绩目标的报道，重燃市场对人工智能投资回报的疑虑，甲骨文跌4.1%，CoreWeave跌5.8%，两家公司均与OpenAI的云计算布局绑定。随后OpenAI表示其业务“运转良好”，企业业务和广告业务正在增长，但并未打消市场对AI增速的疑虑，【大家觉得CRWV和甲骨文等股是否被“错杀”？你会担心AI前景吗？】

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。

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WayneEvans
04-25
WayneEvans
说得在理，SaaS高估值逻辑确实松动了

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