亚洲软件股跟随美国同类股大跌,人工智能技术的快速发展加剧投资者对该行业产品需求的担忧
周二,美国法律软件和出版公司股价大跌,此前人工智能公司Anthropic推出一款面向企业内部法务团队的工具。
Ortus Advisors分析师Andrew Jackson表示,“这对软件公司来说尤其令人担忧,因为人工智能有可能完全取代传统的、锁定式的SaaS产品,从而彻底摧毁它们的商业模式”。
澳大利亚市场方面,Xero股价下跌幅度一度达15%,创2021年5月以来最大跌幅;Technology One下跌8.7%,Wisetech下跌7.4%。
日本东京市场,野村证券下跌7.4%,Obic下跌6.7%,Oracle Corp. Japan下跌5.3%,NEC下跌3.8%,Trend Micro下跌3.3%。
责任编辑:王永生
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