<p><img src="https://imageproxy.pbkrs.com/https://images.unsplash.com/photo-1569025690938-a00729c9e1f9/query-YXV0bz1mb3JtYXQmZml0PWNyb3AmaXhpZD1leUpoY0hCZmFXUWlPakV5TURkOSZpeGxpYj1yYi0xLjIuMSZxPTgwJnc9MTAwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.unsplash.com/photo-1569025690938-a00729c9e1f9/query-YXV0bz1mb3JtYXQmZml0PWNyb3AmaXhpZD1leUpoY0hCZmFXUWlPakV5TURkOSZpeGxpYj1yYi0xLjIuMSZxPTgwJnc9MTAwMA"/></p>
<p><em>图片来源：Unsplash</em></p>
<p>软件行业目前正经历一场剧烈的风暴，快速的抛售被一些人称为 “软件末日”。</p>
<p>随着人工智能初创公司 “Anthropic” 推出其 Claude Cowork 代理的先进功能，恐慌在本周加剧，令人担忧传统的软件即服务模型即将过时。</p>
<p>然而，Wedbush 的高级分析师 Dan Ives 坚定地反对这种悲观情绪。</p>
<p>他认为市场对一种 “末日情景” 反应过度，忽视了围绕成熟企业的深厚结构护城河。</p>
<p>尽管承认人工智能在短期内构成挑战，Ives 坚持认为此次抛售的幅度令人 “困惑”。</p>
<p>他认为企业客户在现有数字架构中根深蒂固，不会轻易放弃这些架构，去尝试目前无法处理大规模数据结构或保证绝对安全性的未经验证的人工智能模型。</p>
<h3><strong>Palantir 股票：人工智能的 “梅西” 无人能敌</strong></h3>
<p>Palantir Technologies (PLTR) 在更广泛的软件下行潮中受到影响，但 Dan Ives 依然保持乐观，著名地将该公司称为 “人工智能的梅西”。</p>
<p>尽管该股的估值溢价（接近 200 倍的未来收益）和近期波动性，Ives 仍维持 “跑赢大盘” 的评级和 230 美元的强劲目标价。</p>
<p>他认为，Palantir 的人工智能平台（AIP）不仅仅是另一种软件工具，而是竞争对手无法轻易复制的 “基础护城河”。</p>
<p>尽管怀疑者担心高昂的进入成本，Ives 认为 “软件末日” 的叙述未能准确反映 PLTR 股票在国防部和大规模商业领域的独特地位。</p>
<p>“Palantir 正在引领人工智能革命进入应用阶段，” Wedbush 分析师指出——强调随着企业从单纯的实验转向实际生产，Palantir 的快速部署和以结果为导向的投资回报率将使其比以往任何时候都更具相关性。</p>
<h3><strong>CrowdStrike 股票：人工智能时代的黄金标准</strong></h3>
<p>在网络安全领域，CrowdStrike Holdings (CRWD) 正面临自己的考验，股价因行业整体回撤而大幅下滑。</p>
<p>尽管如此，Ives 将其视为一个 “绝佳的” 买入机会，重申 “跑赢大盘” 的评级和 600 美元的目标价。</p>
<p>他认为 CRWD 股票是 “黄金标准”，并可能成为人工智能时代的 “操作系统”。</p>
<p>Ives 认为，人工智能代理将绕过现有安全框架的担忧有些 “夸大其词”。</p>
<p>他认为新的人工智能参与者 “目前没有能力存储所有企业数据”，也没有保护组织结构免受复杂恶意软件攻击的证明记录。</p>
<p>对 Dan Ives 来说，目前的抛售是与现实的暂时脱节，因为 CrowdStrike 的平台在全球企业生态系统中根深蒂固，不会被当前的人工智能冲击所取代，因此在尘埃落定时将成为主要赢家。</p>
<hr/>
<p><em>更多来自此作者的文章：</em></p>
<p>谷歌股票的财报后下跌对投资者来说是一个 ‘礼物’</p>
<p>亚马逊财报前瞻：AWS 必须超越的数字才能使 AMZN 股票反弹</p>
<p>银价预计将在接下来的八周内保持 ‘修正行动’</p>

<p>Wedbush 分析师 Dan Ives 推荐购买 Palantir Technologies (PLTR) 和 CrowdStrike Holdings (CRWD)，尽管软件行业经历了显著的抛售。Ives 认为市场对人工智能的担忧反应过度，声称成熟公司具有强大的结构性优势。他对这两只股票维持 “跑赢大盘” 的评级，Palantir 的目标价为 230 美元，CrowdStrike 的目标价为 600 美元，强调它们在人工智能领域的独特地位以及抵御新兴竞争的韧性</p>

<p><img src="https://imageproxy.pbkrs.com/https://images.unsplash.com/photo-1569025690938-a00729c9e1f9/query-YXV0bz1mb3JtYXQmZml0PWNyb3AmaXhpZD1leUpoY0hCZmFXUWlPakV5TURkOSZpeGxpYj1yYi0xLjIuMSZxPTgwJnc9MTAwMA" alt="" original-src="https://images.unsplash.com/photo-1569025690938-a00729c9e1f9?ixlib=rb-1.2.1&amp;ixid=eyJhcHBfaWQiOjEyMDd9&amp;auto=format&amp;fit=crop&amp;w=1000&amp;q=80"/></p>
<p><em>Image Source: Unsplash</em></p>
<div class="lb-trans"><p><em>图片来源：Unsplash</em></p>
</div><p>The software sector is currently weathering a violent storm, characterized by a rapid sell-off that some are calling a “SaaSapocalypse.”</p>
<div class="lb-trans"><p>软件行业目前正经历一场剧烈的风暴，快速的抛售被一些人称为 “软件末日”。</p>
</div><p>The panic intensified this week as AI startup “Anthropic” introduced advanced capabilities to its Claude Cowork agent, fueling fears that traditional software-as-a-service models are on the brink of obsolescence.</p>
<div class="lb-trans"><p>随着人工智能初创公司 “Anthropic” 推出其 Claude Cowork 代理的先进功能，恐慌在本周加剧，令人担忧传统的软件即服务模型即将过时。</p>
</div><p>However, Wedbush’s senior analyst Dan Ives is standing firm against the tide of pessimism.</p>
<div class="lb-trans"><p>然而，Wedbush 的高级分析师 Dan Ives 坚定地反对这种悲观情绪。</p>
</div><p>He argues that the market is overreacting to a “doomsday scenario” that ignores the deep structural moats surrounding established players.</p>
<div class="lb-trans"><p>他认为市场对一种 “末日情景” 反应过度，忽视了围绕成熟企业的深厚结构护城河。</p>
</div><p>While acknowledging that AI presents a near-term headwind, Ives insists the magnitude of the rout is a “major head scratcher.”</p>
<div class="lb-trans"><p>尽管承认人工智能在短期内构成挑战，Ives 坚持认为此次抛售的幅度令人 “困惑”。</p>
</div><p>He maintains that enterprise customers are far too entrenched in their existing digital architectures to abandon them for unproven AI models that currently lack the capacity to handle massive data structures or guarantee absolute security.</p>
<div class="lb-trans"><p>他认为企业客户在现有数字架构中根深蒂固，不会轻易放弃这些架构，去尝试目前无法处理大规模数据结构或保证绝对安全性的未经验证的人工智能模型。</p>
</div><h3><strong>Palantir stock: the “Messi of AI” remains unmatched</strong></h3>
<div class="lb-trans"><h3><strong>Palantir 股票：人工智能的 “梅西” 无人能敌</strong></h3>
</div><p>Palantir Technologies (PLTR) has found itself caught in a broader software downdraft, yet Dan Ives remains remarkably bullish, famously labeling the company the “Messi of AI.”</p>
<div class="lb-trans"><p>Palantir Technologies (PLTR) 在更广泛的软件下行潮中受到影响，但 Dan Ives 依然保持乐观，著名地将该公司称为 “人工智能的梅西”。</p>
</div><p>Despite the stock’s premium valuation (nearly 200x forward earnings) and recent volatility, Ives maintains an “outperform” rating and a robust $230 price target.</p>
<div class="lb-trans"><p>尽管该股的估值溢价（接近 200 倍的未来收益）和近期波动性，Ives 仍维持 “跑赢大盘” 的评级和 230 美元的强劲目标价。</p>
</div><p>According to him, Palantir’s Artificial Intelligence Platform (AIP) is not just another software tool but a “foundational moat” that competitors cannot easily replicate.</p>
<div class="lb-trans"><p>他认为，Palantir 的人工智能平台（AIP）不仅仅是另一种软件工具，而是竞争对手无法轻易复制的 “基础护城河”。</p>
</div><p>While skeptics worry about the high cost of entry, Ives believes the “Software Armageddon” narrative misses the mark regarding PLTR stock’s unique position in the Department of War and large-scale commercial sectors.</p>
<div class="lb-trans"><p>尽管怀疑者担心高昂的进入成本，Ives 认为 “软件末日” 的叙述未能准确反映 PLTR 股票在国防部和大规模商业领域的独特地位。</p>
</div><p>“Palantir is helping lead the AI Revolution into the use case phase,” the Wedbush analyst noted – emphasizing that as enterprises move from mere experimentation to actual production, Palantir’s speed-to-deployment and outcome-driven ROI will make it more relevant than ever.</p>
<div class="lb-trans"><p>“Palantir 正在引领人工智能革命进入应用阶段，” Wedbush 分析师指出——强调随着企业从单纯的实验转向实际生产，Palantir 的快速部署和以结果为导向的投资回报率将使其比以往任何时候都更具相关性。</p>
</div><h3><strong>CrowdStrike stock: the gold standard for the AI era</strong></h3>
<div class="lb-trans"><h3><strong>CrowdStrike 股票：人工智能时代的黄金标准</strong></h3>
</div><p>In the cybersecurity realm, CrowdStrike Holdings (CRWD) is facing its own trial by fire, with shares sliding significantly as part of the sector-wide retreat.</p>
<div class="lb-trans"><p>在网络安全领域，CrowdStrike Holdings (CRWD) 正面临自己的考验，股价因行业整体回撤而大幅下滑。</p>
</div><p>Nevertheless, Ives views this as a “table pounder” buying opportunity, reiterating an “outperform” rating and a $600 price target.</p>
<div class="lb-trans"><p>尽管如此，Ives 将其视为一个 “绝佳的” 买入机会，重申 “跑赢大盘” 的评级和 600 美元的目标价。</p>
</div><p>He views CRWD stock as the “gold standard” and the likely “operating system” for security in the AI age.</p>
<div class="lb-trans"><p>他认为 CRWD 股票是 “黄金标准”，并可能成为人工智能时代的 “操作系统”。</p>
</div><p>The fear that AI agents will bypass existing security frameworks is, in Ives’ view, a bit too “overblown.”</p>
<div class="lb-trans"><p>Ives 认为，人工智能代理将绕过现有安全框架的担忧有些 “夸大其词”。</p>
</div><p>He contends that new AI players “don’t have the current capacity to hold all enterprise data” or the proven track record to protect organizational structures from sophisticated malware.</p>
<div class="lb-trans"><p>他认为新的人工智能参与者 “目前没有能力存储所有企业数据”，也没有保护组织结构免受复杂恶意软件攻击的证明记录。</p>
</div><p>For Dan Ives, the current sell-off is a temporary disconnect from reality as CrowdStrike’s platform is too deeply ingrained in the global enterprise ecosystem to be displaced by the current wave of AI disruption, making it a primary winner when the dust finally settles.</p>
<div class="lb-trans"><p>对 Dan Ives 来说，目前的抛售是与现实的暂时脱节，因为 CrowdStrike 的平台在全球企业生态系统中根深蒂固，不会被当前的人工智能冲击所取代，因此在尘埃落定时将成为主要赢家。</p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p><em>More By This Author:</em></p>
<div class="lb-trans"><p><em>更多来自此作者的文章：</em></p>
</div><p>Google Stock’s Post-Earnings Dip Is A ‘Gift’ For Investors</p>
<div class="lb-trans"><p>谷歌股票的财报后下跌对投资者来说是一个 ‘礼物’</p>
</div><p>Amazon Earnings Preview: The Number AWS Must Beat For AMZN Stock To Rally</p>
<div class="lb-trans"><p>亚马逊财报前瞻：AWS 必须超越的数字才能使 AMZN 股票反弹</p>
</div><p>Silver Price Seen Keeping In ‘Corrective Action’ For Eight More Weeks</p>
<div class="lb-trans"><p>银价预计将在接下来的八周内保持 ‘修正行动’</p>
</div>

Wedbush: Buy These Two ‘Still Overvalued’ Stocks Amidst Software Rout

- 软件行业正经历剧烈抛售，被称为 “SaaSapocalypse”。
- AI 初创公司 Anthropic 推出新功能，引发对传统软件模型的担忧。
- 分析师 Dan Ives 认为市场过度反应，强调现有企业客户难以转向新 AI 模型。

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Wedbush 建议在软件市场动荡中买入这两只 “仍被高估” 的股票