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不吃鱼尾

不吃鱼尾

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02-12 23:17

$微软(MSFT)$ 这是奔着AI泡沫破裂去跌的嘛？看不懂

02-12

$甲骨文(ORCL)$ 这是奔着破产去的嘛？也是这样AI也就完了

02-07

AI会让软件开发变的极为容易难道不是么

黄仁勋力挺SaaS：AI不会取代软件，真正的战场在“Agent层”

02-04

$高通(QCOM)$ 五年都没涨过？

01-07

$2倍做多AMD ETF-GraniteShares(AMDL)$ ？？？？？？？？？看看人家英特尔

01-07

$智谱(02513)$ 牙签也是肉希望明天能大涨毕竟港股最近太拉胯亏不少钱靠这个回血

2025-10-31

$明略科技-W(02718)$ 你们可以暗盘交易嘛？

2025-10-17

$聚水潭(06687)$ 会不会破发？我中签的有一半要破发

2025-10-10

$阿里巴巴-W(09988)$ A股相关的还是不能买我的亏损都在A股港股十几年了都这样

2025-09-26

$蜜雪集团(02097)$ 雪王快点投资AI 拿出一千亿投资蜜AI芯片市值最少上两倍

2025-09-24

$蜜雪集团(02097)$ 蜜雪快点成立AI部全面投入AI 要不然估值给你个10倍也不是不可能呢

2025-09-04

$纳斯达克(.IXIC)$ 美股现在已经不知道什么能买了空仓两年再说

2025-08-28

$老虎证券(TIGR)$ 老虎现在的业务都开始转国外去了为什么还要跟着A股走？？没理由的嘛

2025-08-16

因为特朗普只看中利益 AMD空间有限英特尔可以施压台积电让他们参股比如收购49%的股权那这里面的利润就非常可观了

2025-08-15

特朗普的话你们也信

2025-08-07

$中慧生物-B(02627)$ 什么啊 70万股都没中签？

2025-07-24

$泡泡玛特(09992)$ 红庄

2025-07-23

$维立志博-B(09887)$ 三千手只中了两百股？

2022-03-31

$纳斯达克(.IXIC)$纳斯达克14444.44

2021-04-29

发出来给大家开心下🥺🥺

去老虎APP查看更多动态

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id=\"id_878640176\">短期情绪与长期分化：Palantir的启示</h3><p>从现实落地看，超级智能体在安全、权限管理、代码访问与数据合规方面仍存在较高门槛，距离大规模商用尚有时间窗口。</p><p>这意味着，当前软件股的回调，更多反映的是市场对AI冲击路径的不确定性溢价，而非基本面立即恶化。</p><p>行业层面，软件股或从“同涨同跌”转向结构性分化：具备数据壁垒、深度业务嵌入能力，并能将AI真正转化为可计价生产力工具的公司，仍有望获得溢价定价。Palantir在行业承压背景下仍维持高估值交易，正体现了市场对“数据 + 场景 + AI落地能力”的差异化定价。</p></body></html>","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>黄仁勋力挺SaaS：AI不会取代软件，真正的战场在“Agent层”</title>\n<style 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id=\"id_2053446382\">华尔街“AI焦虑”引发软件股回调</h3><p>过去一周，华尔街对“AI是否冲击订阅制软件（SaaS）商业模式”的担忧集中爆发，部分源于Anthropic近期推出的新一代AI产品，引发市场对企业软件长期付费逻辑的重新定价。</p><p>即便是近期业绩表现亮眼的公司，如Palantir，也未能幸免于情绪化抛售。市场的核心分歧在于：随着AI能力快速进化，企业是否还需要为多个独立软件系统持续付费，软件股的估值锚是否正在发生变化。</p><h3 id=\"id_737265484\">黄仁勋发声：AI是工具，而非软件的替代者</h3><p>在思科举办的一场活动上，英伟达CEO黄仁勋明确表示：“软件是一种工具”，“认为AI会取代软件公司是世界上最不合逻辑的事情，时间会证明这一点。”</p><p>他强调，未来并不是AI替代企业软件，而是AI将成为企业软件的“使用者”，大规模调用CRM、ERP、数据分析等应用来完成工作。</p><p>这一表态，本质上是在为企业软件生态“站台”，也符合英伟达的产业逻辑：企业软件场景越复杂，对算力与基础设施的需求越高，AI算力厂商的长期需求也越稳固。</p><h3 id=\"id_2272776587\">商业模式承压：订阅制与“Agent层”之争</h3><p>即便承认“AI不会取代软件”，SaaS公司的商业模式仍面临结构性压力。</p><p>其一，AI提升效率可能抑制企业人员扩张，按“席位数”收费的订阅模式天然承压；</p><p>其二，当超级AI Agent可以同时调用Salesforce、Excel及企业内部系统，客户对单一软件内置AI功能的付费意愿，可能弱于对“统一智能代理”的付费意愿，行业竞争焦点将上移至“Agent层”和数据调度能力。正因如此，微软、谷歌、OpenAI、Anthropic等科技巨头，正从操作系统或浏览器层面构建通用智能体入口；</p><p>同时，微软、亚马逊、Salesforce等厂商也试图充当“聚合者”，掌握不同智能体的调度权，争夺新的价值分配高地。</p><h3 id=\"id_878640176\">短期情绪与长期分化：Palantir的启示</h3><p>从现实落地看，超级智能体在安全、权限管理、代码访问与数据合规方面仍存在较高门槛，距离大规模商用尚有时间窗口。</p><p>这意味着，当前软件股的回调，更多反映的是市场对AI冲击路径的不确定性溢价，而非基本面立即恶化。</p><p>行业层面，软件股或从“同涨同跌”转向结构性分化：具备数据壁垒、深度业务嵌入能力，并能将AI真正转化为可计价生产力工具的公司，仍有望获得溢价定价。Palantir在行业承压背景下仍维持高估值交易，正体现了市场对“数据 + 场景 + AI落地能力”的差异化定价。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b00a7b04d13011703f2fa138d141802","relate_stocks":{"DDOG":"Datadog","LZ":"LegalZoom.com, Inc","MDB":"MongoDB Inc.","TEAM":"Atlassian Corporation PLC","TPG":"TPG, Inc.","GTLB":"GitLab, Inc.","ESTC":"Elastic N.V.","ARES":"Ares Management L.P.","SNOW":"Snowflake","FSLY":"Fastly, Inc.","CVLT":"康沃系统","MNDY":"Monday.com Ltd.","ZETA":"Zeta Global Holdings Corp.","ADP":"自动数据处理","KVYO":"Klaviyo, Inc.","TTD":"Trade Desk Inc.","DOCU":"Docusign","HUBS":"HubSpot","ADBE":"Adobe","SAP":"SAP SE","NOW":"ServiceNow","TRI":"汤森路透","ADSK":"欧特克","CRM":"赛富时","OWL":"Blue Owl Capital 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