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代码廉价，信任无价

投资领域的持久优势一直在于那些难以察觉的因素：信任、合作关系、转换成本和机构知识

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    • Salesforce等软件即服务公司的股价大幅回落，因为一种新型的代理式人工智能被认为正在侵蚀老牌平台的领地。
    • Salesforce等软件即服务公司的股价大幅回落，因为一种新型的代理式人工智能被认为正在侵蚀老牌平台的领地。 图片：REUTERS

    Chin Hui Leong

    Published Tue, Feb 24, 2026 · 06:21 PM

    本文由AI辅助翻译

    查看原文

    OPENAI 首席执行官 Sam Altman 表示，软件即服务（SaaS）正在进入其“快时尚”阶段——廉价、一次性且能快速组合。股市似乎也同意这一看法。

    年初以来，投资者已大规模抛售SaaS公司股票。

    该行业最知名的两家公司 ServiceNow 和 Salesforce 的股价已大幅回落，而 Atlassian 的股价自年初以来已腰斩。

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