--- title: "SaasPocalypse 并非当前:高盛会见了数十家软件公司以驳斥看跌观点" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/283753200.md" description: "高盛最近与多家软件公司会面,讨论了关于软件股票熊市预期的担忧。由于对人工智能干扰的恐惧,软件股票最近暴跌至两年来的低点。市场对软件股票的情绪变得愈发消极,甚至有人将其与国会的不受欢迎程度进行比较" datetime: "2026-04-23T02:32:30.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/283753200.md) - [en](https://longbridge.com/en/news/283753200.md) - [zh-HK](https://longbridge.com/zh-HK/news/283753200.md) --- # SaasPocalypse 并非当前:高盛会见了数十家软件公司以驳斥看跌观点 Two weeks ago, on April 10, we joked that software stocks which had just hit a more than _2 year low_ as a result of AI disruption fears over a secretive LLM that was so powerful at hacking any system it took a bunch of kids with a discord server just a few hours to access it, had become more hated than Congress. > Software stocks more hated than Congress pic.twitter.com/vZIFgvIOb7 > > — zerohedge (@zerohedge) April 10, 2026 ### 相关股票 - [CLOU.US](https://longbridge.com/zh-CN/quote/CLOU.US.md) - [WCLD.US](https://longbridge.com/zh-CN/quote/WCLD.US.md) - [IGV.US](https://longbridge.com/zh-CN/quote/IGV.US.md) - [SOFL.US](https://longbridge.com/zh-CN/quote/SOFL.US.md) - [XSW.US](https://longbridge.com/zh-CN/quote/XSW.US.md) - [IGPT.US](https://longbridge.com/zh-CN/quote/IGPT.US.md) - [GS.US](https://longbridge.com/zh-CN/quote/GS.US.md) - [W4VR.SG](https://longbridge.com/zh-CN/quote/W4VR.SG.md) ## 相关资讯与研究 - [有关 “AI 吞噬软件” 的悲观叙事,华尔街正在改口](https://longbridge.com/zh-CN/news/287023787.md) - [秒哒 App 及企业版上线,李彦宏:代码智能体让一次性软件变得合理](https://longbridge.com/zh-CN/news/286190761.md) - [金融软件公司 Intuit 将裁员 17% 以 “简化” 组织结构](https://longbridge.com/zh-CN/news/287129095.md) - [专家股份策略追踪|认为百度具有憧憬 推介软件股 Datadog](https://longbridge.com/zh-CN/news/286736879.md) - [硬件超硬的台湾,软件为何这么软?](https://longbridge.com/zh-CN/news/286675129.md)