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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。
,更多细节参见safew官方版本下载
作为节后的第一台重磅发布,三星为 2026 年的一众骁龙 8E5 大旗舰拉开了一个有趣的序幕。
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