The Business Times
business-time-50
A SMART LOOK AT INVESTING
·
SUBSCRIBERS

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

google-preferred-sourceAdd BT as a preferred source
    • 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

    DeeperDive is a beta AI feature. Refer to full articles for the facts.

    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。

    Decoding Asia newsletter: your guide to navigating Asia in a new global order. Sign up here to get Decoding Asia newsletter. Delivered to your inbox. Free.

    此翻译对您是否有帮助？

    A smart look at investing

    Share with us your feedback on BT's products and services

    Feedback

    TRENDING NOW

    (From left) Tran Thanh Man has been re-elected as chairman of the National Assembly; To Lam has been elected state president; Le Minh Hung has been appointed prime minister; Tran Cam Tu is the standing member of the Party’s Secretariat.

    Vietnam formalises new state leadership, redefining ‘four pillars’ power balance

    S&P forecasts that CICT’s annual adjusted revenue will increase by 5 to 6 per cent in 2026-2027 with contributions from Paragon.

    ‘Largest Singapore commercial S-Reit proxy’: analysts say buy CICT shares after Paragon acquisition

    Malaysia Madani, or Civil Malaysia, is Prime Minister Anwar Ibrahim's slogan encapsulating positive values (such as humanity and strong governance) that would shape policy direction. But the "corporate mafia" claims have now cast the spotlight on governance credibility.

    From 1MDB to ‘corporate mafia’: Is Malaysia facing a new governance test?

    Allen & Gledhill partner Dinesh Dhillon led the legal team representing Kiri Industries throughout the decade-long dispute.

    Why where you park your joint venture matters: Lessons from a US$689 million shareholder dispute

    Latest T-bills Treasury Bills Results & Interest NewsLatest SSB Singapore Savings Bonds NewsLatest COE Certificate of Entitlement News
    Latest Johor-Singapore SEZ NewsLatest BTO Build To Order & Sales of Balance NewsLatest STI Straits Times Index NewsLatest SGX Dividends, Share Price NewsLatest Bonds Market NewsLatest Singapore Stocks To Buy NewsLatest Singapore Economy News
    View More