What does it take to draw a line under the SaaSpocalypse? Shares in software-as-a-service firms, already half their peaks, continue to drift downwards. That’s despite a clutch of decent quarterly results and, in the case of US-listed ServiceNow, a bullish medium-term forecast. Even a company founder’s recent claim that a rogue AI agent mass-deleted his data and backups failed to dent the narrative that AI will eat software’s lunch.
要怎样才能为这场“SaaS末日论”画上句号？软件即服务(SaaS)公司的股价较峰值已经腰斩，却仍在缓慢下行。尽管多家公司发布了相当不错的季度业绩，美国上市公司ServiceNow还给出了乐观的中期预期，股价走势依然如此。甚至有公司创始人最近声称，一个失控的AI智能体大规模删除了他的数据和备份，也未能动摇“AI将抢走软件行业饭碗”的叙事。
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