---
title: "SaasPocalypse 並非當前：高盛會見了數十家軟件公司以駁斥看跌觀點"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/283753200.md"
description: "高盛最近與多家軟件公司會面，討論了關於軟件股票熊市預期的擔憂。由於對人工智能干擾的恐懼，軟件股票最近暴跌至兩年來的低點。市場對軟件股票的情緒變得愈發消極，甚至有人將其與國會的不受歡迎程度進行比較"
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 並非當前：高盛會見了數十家軟件公司以駁斥看跌觀點

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

### 相關股票

- [CLOU.US](https://longbridge.com/zh-HK/quote/CLOU.US.md)
- [WCLD.US](https://longbridge.com/zh-HK/quote/WCLD.US.md)
- [IGV.US](https://longbridge.com/zh-HK/quote/IGV.US.md)
- [SOFL.US](https://longbridge.com/zh-HK/quote/SOFL.US.md)
- [XSW.US](https://longbridge.com/zh-HK/quote/XSW.US.md)
- [IGPT.US](https://longbridge.com/zh-HK/quote/IGPT.US.md)
- [GS.US](https://longbridge.com/zh-HK/quote/GS.US.md)
- [W4VR.SG](https://longbridge.com/zh-HK/quote/W4VR.SG.md)

## 相關資訊與研究

- [AI 需求爆衝，Google 執行長：每月處理 3,200 兆 token，年成長七倍](https://longbridge.com/zh-HK/news/286971582.md)
- [美國銀行選擇了當前最值得購買的軟件股票：是現在服務還是 CRM？](https://longbridge.com/zh-HK/news/287045286.md)
- [鈺立微獲 COMPUTEX 2026 BC Award 中小企業特別獎](https://longbridge.com/zh-HK/news/287163054.md)
- [四分之一的近期裁員被歸因於人工智能](https://longbridge.com/zh-HK/news/286659129.md)
- [【AI】中國信通院啟動首批「人工智能營銷客服平台能力」測評](https://longbridge.com/zh-HK/news/286730061.md)