美企并未因AI抛弃商业软件而是另辟蹊径_老虎社区_美港股上老虎

美企并未因AI抛弃商业软件而是另辟蹊径

环球市场播报03-24

尽管人工智能（AI）的发展引发了软件股的大幅抛售，但美国大型企业尚未抛弃它们的核心商业软件。取而代之的是，它们正利用这一时机向供应商争取更优惠的交易条件，并通过“氛围编程”开发一些较小的应用程序和软件定制功能。　　这些努力可能预示了未来的发展方向，即AI智能体将在这类软件之上驱动更多工作流程。　　联邦快递（FedEx）的首席数字和信息官维沙尔．塔尔瓦（Vishal Talwar）表示，这家运输...

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href=https://finance.sina.com.cn/stock/usstock/c/2026-03-24/doc-inhrzume1913319.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管人工智能（AI）的发展引发了软件股的大幅抛售，但美国大型企业尚未抛弃它们的核心商业软件。取而代之的是，它们正利用这一时机向供应商争取更优惠的交易条件，并通过“氛围编程”开发一些较小的应用程序和软件定制功能。\n　　这些努力可能预示了未来的发展方向，即AI智能体将在这类软件之上驱动更多工作流程。\n　　联邦快递（FedEx）的首席数字和信息官维沙尔．塔尔瓦（Vishal Talwar）表示，这家运输...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-03-24/doc-inhrzume1913319.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2236285917.USD","symbol_name":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) 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ACC","BK4585":"ETF&股票定投概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD"},"translate_title":"American companies did not abandon commercial software because of AI, but took a different approach","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AIYY":0.6,"CRM":1.86,"CRMG":0.6},"content_text":"尽管人工智能（AI）的发展引发了软件股的大幅抛售，但美国大型企业尚未抛弃它们的核心商业软件。取而代之的是，它们正利用这一时机向供应商争取更优惠的交易条件，并通过“氛围编程”开发一些较小的应用程序和软件定制功能。\n　　这些努力可能预示了未来的发展方向，即AI智能体将在这类软件之上驱动更多工作流程。\n　　联邦快递（FedEx）的首席数字和信息官维沙尔．塔尔瓦（Vishal Talwar）表示，这家运输巨头目前不考虑放弃其企业软件。\n　　不过，他认为软件行业未来的不确定性以及AI智能体的出现，正是重新评估定价方式的机会。“我们正在思考所有这些转变，”塔尔瓦说。“同时与每一位合作伙伴积极沟通，了解他们打算如何跟上步伐。”\n　　由AI构成的威胁引发了软件股长达数周的抛售，Salesforce和Adobe等公司的股价因此遭受重创。投资者质疑，那些向企业销售软件的传统供应商能否抵御来自AI驱动的竞争对手的冲击。每当AI开发者有新公告发布，这一抛售潮就会加剧。\n　　不过，企业技术高管们表示，这种说法站不住脚，原因有很多。他们并不打算完全替换掉由Salesforce、SAP和Workday等供应商提供的商业软件。原因之一是，这样做并不容易，而且在某些情况下，就此花费时间根本不值得。\n　　塔尔瓦说：“在很大程度上，我们并不将（这些软件）视为能为我们带来差异化的系统。”他指出，联邦快递的策略是将技术资源投入到构建能提供独特竞争优势的工具上。\n　　审计和咨询公司Grant Thornton的首席信息官迈克．肯普（Mike Kempe）表示，像企业资源规划（ERP）系统这样的商业软件，其设计初衷就是为了处理大公司面临的复杂问题。这些复杂问题包括监管要求、跨地域和多语言环境等-这使得“如今用AI来构建这样的系统变得非常具有挑战性”。\n　　肯普补充称，还有一个维护问题。一旦公司开发了自己的软件，就必须不断更新，并为此投入工程资源。他说：“我宁愿把我们内部的资金和精力花在构建真正前沿、能帮助我们成长的东西上。”\n　　但不可否认的是，AI编程工具和“氛围编程”让内部开发软件变得前所未有的容易。为了发掘AI的潜力，市场研究和IT咨询公司Gartner调查的软件工程组织中有96%向其开发者提供AI工具。Gartner预测，未来两年，超过70%的商业软件开发者将使用基于AI智能体的编程工具。\n　　以“氛围编程”构建AI智能体未来\n　　一些商业技术负责人表示，他们目前正用现有软件进行“氛围编程”，开发一些较小的应用程序和定制功能。这在一定程度上展现了商业软件的未来-AI智能体取代大部分软件功能。\n　　安永（Ernst & Young）负责增长与创新的全球执行合伙人拉吉．夏尔马（Raj Sharma）表示，这家审计、咨询和税务公司不打算放弃其长期使用的SAP ERP软件，但正在该软件基础上通过“氛围编程”和使用AI智能体来构建自己的定制功能。\n　　夏尔马称，安永的年度技术预算为10亿美元，通过“氛围编程”而非直接从SAP购买升级，公司能够节省部分IT开支。\n　　他说：“如果不是AI、‘氛围编程’和智能体框架的出现，我们可能又需要对SAP软件进行一次成本高昂的升级。”\n　　思科（Cisco Systems）的运营执行副总裁蒂马亚．苏巴亚（Thimaya Subaiya）表示，这家网络设备制造商用自家的AI智能体取代了一款演示软件工具，每年为公司节省了近500万美元的许可费用。他称，思科还打算用AI创建的工具来取代其他一些软件供应商，其中一些供应商每年要向思科收取5，000万至2亿美元的订阅费。\n　　苏巴亚说：“你需要审视所有正在使用的应用程序，然后问自己，‘其中哪些可以变成自动化工作流，从而让我们不再需要这个应用程序？’”\n　　苏巴亚表示，替换一款商业软件涉及用AI智能体来替换业务流程，然后这些机器人就成为员工与软件交互的界面。他说：“你不再需要应用程序了，因为应用程序只是变成了智能体数据库的一部分。”\n　　家居装修巨头Lowe’s的首席数字和信息官西曼蒂尼．戈德博尔（Seemantini Godbole）表示，公司需要谨慎使用其IT预算，而通过“氛围编程”开发自己的内容生成软件是方法之一。例如，Lowe’s会向每家门店分发宣传册，这项任务需要定期创作新图片。\n　　与此同时，一些中小型公司已成功通过“氛围编程”开发出自己的客户关系管理（CRM）软件。企业技术负责人表示，小公司面临的人力、监管和法律复杂性没那么大，可以更容易地通过“氛围编程”开发CRM或ERP软件来满足自身需求。\n　　“氛围编程”初创公司Replit的创始人兼首席执行官阿姆贾德．马萨德（Amjad Masad）表示，他的许多客户都是自己开发CRM的中小型企业。但大型企业不会、也不应该通过“氛围编程”开发自己的类Salesforce软件。他说：“它们想做的是在现有软件之上创建自己的流程、工作流、智能体和自动化功能。”\n　　Grant Thornton的首席信息官肯普也预见到类似的趋势，即核心商业软件的角色将发生变化。他表示，这类软件将不再是企业运营的核心，而是转变为企业数据的来源。AI智能体将引领这一变革，成为企业与软件交互的方式。\n　　Lowe’s的技术主管戈德博尔表示，未来并非所有员工都需要一个“功能齐全”的CRM，他们更可能需要的是一个较简单的、基于AI智能体或聊天界面的软件交互方式。\n　　她说，虽然未来会有一些软件供应商“极具创新精神”，但对于另一些供应商，Lowe’s会说：“实际上，我们用OpenAI开箱即用的工具能做得更好。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘明亮","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}