市场还担忧 AI 会加大定价压力并削弱企业护城河。软件企业原有的竞争优势可能被 AI 侵蚀,增长前景更加不确定,这让投资者难以判断合理估值,导致市场情绪偏向“卖出”。Piper Sandler 已经下调了 Adobe、Freshworks、Vertex 等公司的评级,分析师认为“席位压缩”和“氛围编码”趋势可能限制估值上限。
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“It’s never been brighter than this,” said Huff, who started his own career as a welder. “The job prospects for anybody getting into this are going to be good. They were good before, but they’re even better now.”
For Netflix, the streaming industry's biggest player with more than 300 million customers, buying the film and streaming division would have bolstered its movie offerings, while heading off any potential rivals looking to get their hands on the Warner Bros content.