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不吃鱼尾
IP属地：重庆
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不吃鱼尾
不吃鱼尾
·
02-26 08:05
$英伟达(NVDA)$
说真的 需要调整一下 现在市场打针已经打不起来了（AI硬件的价格非常离谱 内存条都比金子贵 这样的价格让企业的资本支出变得艰难且风险巨大）
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不吃鱼尾
不吃鱼尾
·
02-24
$诺和诺德(NVO)$
咋的 这公司是要倒闭了嘛？ 跌到25我在翻倍加一次 我还真不信会倒闭
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448
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1
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3
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不吃鱼尾
不吃鱼尾
·
02-24
$阿里巴巴-W(09988)$
这种跌法我就只能割肉港股了 不可能抗的 今年都是给港股亏进去的 波动太大了 美股赚的钱还不够港股亏两天的
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3
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不吃鱼尾
不吃鱼尾
·
02-12
$微软(MSFT)$
这是奔着AI泡沫破裂去跌的嘛？ 看不懂
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3
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2
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不吃鱼尾
不吃鱼尾
·
02-12
$甲骨文(ORCL)$
这是奔着破产去的嘛？也是这样AI也就完了
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869
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1
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3
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不吃鱼尾
不吃鱼尾
·
02-07
AI会让软件开发变的极为容易 难道不是么
黄仁勋力挺SaaS：AI不会取代软件，真正的战场在“Agent层”
即便是近期业绩表现亮眼的公司，如Palantir，也未能幸免于情绪化抛售。这意味着，当前软件股的回调，更多反映的是市场对AI冲击路径的不确定性溢价，而非基本面立即恶化。
黄仁勋力挺SaaS：AI不会取代软件，真正的战场在“Agent层”
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1
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不吃鱼尾
不吃鱼尾
·
02-04
$高通(QCOM)$
五年都没涨过？
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不吃鱼尾
不吃鱼尾
·
01-07
$2倍做多AMD ETF-GraniteShares(AMDL)$
？？？？？？？？？ 看看人家英特尔
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1
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不吃鱼尾
不吃鱼尾
·
01-07
$智谱(02513)$
牙签也是肉 希望明天能大涨 毕竟港股最近太拉胯 亏不少钱 靠这个回血
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不吃鱼尾
不吃鱼尾
·
2025-10-31
$明略科技-W(02718)$
你们可以暗盘交易嘛？
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这样的价格让企业的资本支出变得艰难且风险巨大）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/536753947906752","isVote":1,"tweetType":1,"viewCount":1932,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4210522535662642","authorId":"4210522535662642","name":"maxitong","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"4210522535662642","authorIdStr":"4210522535662642"},"content":"对，我也觉得，股票如果有适当的回调反而是健康的，是需要调整。","text":"对，我也觉得，股票如果有适当的回调反而是健康的，是需要调整。","html":"对，我也觉得，股票如果有适当的回调反而是健康的，是需要调整。"},{"author":{"id":"3442281563815389","authorId":"3442281563815389","name":"炎炎大鸭梨","avatar":"https://static.tigerbbs.com/1f8e5ed36b7ab356b2090a0f904528b3","crmLevel":5,"crmLevelSwitch":1,"idStr":"3442281563815389","authorIdStr":"3442281563815389"},"content":"裁员 人的成本还是比token贵","text":"裁员 人的成本还是比token贵","html":"裁员 人的成本还是比token贵"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536194538619176,"gmtCreate":1771927754151,"gmtModify":1771929057990,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"不吃鱼尾","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$ </a> 咋的 这公司是要倒闭了嘛？ 跌到25我在翻倍加一次 我还真不信会倒闭","listText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$ </a> 咋的 这公司是要倒闭了嘛？ 跌到25我在翻倍加一次 我还真不信会倒闭","text":"$诺和诺德(NVO)$ 咋的 这公司是要倒闭了嘛？ 跌到25我在翻倍加一次 我还真不信会倒闭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/536194538619176","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560422051256389","authorId":"3560422051256389","name":"初哥哥哥哥ge","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3560422051256389","authorIdStr":"3560422051256389"},"content":"新出的减肥药💊研究成果不及预期，资本短期不看好，所以跌","text":"新出的减肥药💊研究成果不及预期，资本短期不看好，所以跌","html":"新出的减肥药💊研究成果不及预期，资本短期不看好，所以跌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536098422202592,"gmtCreate":1771904362967,"gmtModify":1771904364971,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"不吃鱼尾","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$ </a> 这种跌法我就只能割肉港股了 不可能抗的 今年都是给港股亏进去的 波动太大了 美股赚的钱还不够港股亏两天的","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$ </a> 这种跌法我就只能割肉港股了 不可能抗的 今年都是给港股亏进去的 波动太大了 美股赚的钱还不够港股亏两天的","text":"$阿里巴巴-W(09988)$ 这种跌法我就只能割肉港股了 不可能抗的 今年都是给港股亏进去的 波动太大了 美股赚的钱还不够港股亏两天的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536098422202592","isVote":1,"tweetType":1,"viewCount":2146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532030821958688,"gmtCreate":1770909421937,"gmtModify":1770909424134,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"不吃鱼尾","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 这是奔着AI泡沫破裂去跌的嘛？ 看不懂","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 这是奔着AI泡沫破裂去跌的嘛？ 看不懂","text":"$微软(MSFT)$ 这是奔着AI泡沫破裂去跌的嘛？ 看不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/532030821958688","isVote":1,"tweetType":1,"viewCount":1810,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"content":"没有泡沫，好戏才开场","text":"没有泡沫，好戏才开场","html":"没有泡沫，好戏才开场"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531735285306184,"gmtCreate":1770839070237,"gmtModify":1770839072210,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"不吃鱼尾","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a> 这是奔着破产去的嘛？也是这样AI也就完了 ","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a> 这是奔着破产去的嘛？也是这样AI也就完了 ","text":"$甲骨文(ORCL)$ 这是奔着破产去的嘛？也是这样AI也就完了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/531735285306184","isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529948274500976,"gmtCreate":1770402792391,"gmtModify":1770402794831,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"不吃鱼尾","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"title":"","htmlText":"AI会让软件开发变的极为容易 难道不是么 ","listText":"AI会让软件开发变的极为容易 难道不是么 ","text":"AI会让软件开发变的极为容易 难道不是么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529948274500976","repostId":"1137889981","repostType":2,"repost":{"id":"1137889981","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1770364720,"share":"https://www.laohu8.com/m/news/1137889981?lang=zh_CN&edition=full","pubTime":"2026-02-06 15:58","market":"us","language":"zh","title":"黄仁勋力挺SaaS：AI不会取代软件，真正的战场在“Agent层”","url":"https://stock-news.laohu8.com/highlight/detail?id=1137889981","media":"老虎资讯综合","summary":"即便是近期业绩表现亮眼的公司，如Palantir，也未能幸免于情绪化抛售。这意味着，当前软件股的回调，更多反映的是市场对AI冲击路径的不确定性溢价，而非基本面立即恶化。","content":"<html><head></head><body><h3 id=\"id_2053446382\">华尔街“AI焦虑”引发软件股回调</h3><p>过去一周，华尔街对“AI是否冲击订阅制软件（SaaS）商业模式”的担忧集中爆发，部分源于Anthropic近期推出的新一代AI产品，引发市场对企业软件长期付费逻辑的重新定价。</p><p>即便是近期业绩表现亮眼的公司，如Palantir，也未能幸免于情绪化抛售。市场的核心分歧在于：随着AI能力快速进化，企业是否还需要为多个独立软件系统持续付费，软件股的估值锚是否正在发生变化。</p><h3 id=\"id_737265484\">黄仁勋发声：AI是工具，而非软件的替代者</h3><p>在思科举办的一场活动上，英伟达CEO黄仁勋明确表示：“软件是一种工具”，“认为AI会取代软件公司是世界上最不合逻辑的事情，时间会证明这一点。”</p><p>他强调，未来并不是AI替代企业软件，而是AI将成为企业软件的“使用者”，大规模调用CRM、ERP、数据分析等应用来完成工作。</p><p>这一表态，本质上是在为企业软件生态“站台”，也符合英伟达的产业逻辑：企业软件场景越复杂，对算力与基础设施的需求越高，AI算力厂商的长期需求也越稳固。</p><h3 id=\"id_2272776587\">商业模式承压：订阅制与“Agent层”之争</h3><p>即便承认“AI不会取代软件”，SaaS公司的商业模式仍面临结构性压力。</p><p>其一，AI提升效率可能抑制企业人员扩张，按“席位数”收费的订阅模式天然承压；</p><p>其二，当超级AI Agent可以同时调用Salesforce、Excel及企业内部系统，客户对单一软件内置AI功能的付费意愿，可能弱于对“统一智能代理”的付费意愿，行业竞争焦点将上移至“Agent层”和数据调度能力。正因如此，微软、谷歌、OpenAI、Anthropic等科技巨头，正从操作系统或浏览器层面构建通用智能体入口；</p><p>同时，微软、亚马逊、Salesforce等厂商也试图充当“聚合者”，掌握不同智能体的调度权，争夺新的价值分配高地。</p><h3 id=\"id_878640176\">短期情绪与长期分化：Palantir的启示</h3><p>从现实落地看，超级智能体在安全、权限管理、代码访问与数据合规方面仍存在较高门槛，距离大规模商用尚有时间窗口。</p><p>这意味着，当前软件股的回调，更多反映的是市场对AI冲击路径的不确定性溢价，而非基本面立即恶化。</p><p>行业层面，软件股或从“同涨同跌”转向结构性分化：具备数据壁垒、深度业务嵌入能力，并能将AI真正转化为可计价生产力工具的公司，仍有望获得溢价定价。Palantir在行业承压背景下仍维持高估值交易，正体现了市场对“数据 + 场景 + AI落地能力”的差异化定价。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>黄仁勋力挺SaaS：AI不会取代软件，真正的战场在“Agent层”</title>\n<style 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id=\"id_2053446382\">华尔街“AI焦虑”引发软件股回调</h3><p>过去一周，华尔街对“AI是否冲击订阅制软件（SaaS）商业模式”的担忧集中爆发，部分源于Anthropic近期推出的新一代AI产品，引发市场对企业软件长期付费逻辑的重新定价。</p><p>即便是近期业绩表现亮眼的公司，如Palantir，也未能幸免于情绪化抛售。市场的核心分歧在于：随着AI能力快速进化，企业是否还需要为多个独立软件系统持续付费，软件股的估值锚是否正在发生变化。</p><h3 id=\"id_737265484\">黄仁勋发声：AI是工具，而非软件的替代者</h3><p>在思科举办的一场活动上，英伟达CEO黄仁勋明确表示：“软件是一种工具”，“认为AI会取代软件公司是世界上最不合逻辑的事情，时间会证明这一点。”</p><p>他强调，未来并不是AI替代企业软件，而是AI将成为企业软件的“使用者”，大规模调用CRM、ERP、数据分析等应用来完成工作。</p><p>这一表态，本质上是在为企业软件生态“站台”，也符合英伟达的产业逻辑：企业软件场景越复杂，对算力与基础设施的需求越高，AI算力厂商的长期需求也越稳固。</p><h3 id=\"id_2272776587\">商业模式承压：订阅制与“Agent层”之争</h3><p>即便承认“AI不会取代软件”，SaaS公司的商业模式仍面临结构性压力。</p><p>其一，AI提升效率可能抑制企业人员扩张，按“席位数”收费的订阅模式天然承压；</p><p>其二，当超级AI Agent可以同时调用Salesforce、Excel及企业内部系统，客户对单一软件内置AI功能的付费意愿，可能弱于对“统一智能代理”的付费意愿，行业竞争焦点将上移至“Agent层”和数据调度能力。正因如此，微软、谷歌、OpenAI、Anthropic等科技巨头，正从操作系统或浏览器层面构建通用智能体入口；</p><p>同时，微软、亚马逊、Salesforce等厂商也试图充当“聚合者”，掌握不同智能体的调度权，争夺新的价值分配高地。</p><h3 id=\"id_878640176\">短期情绪与长期分化：Palantir的启示</h3><p>从现实落地看，超级智能体在安全、权限管理、代码访问与数据合规方面仍存在较高门槛，距离大规模商用尚有时间窗口。</p><p>这意味着，当前软件股的回调，更多反映的是市场对AI冲击路径的不确定性溢价，而非基本面立即恶化。</p><p>行业层面，软件股或从“同涨同跌”转向结构性分化：具备数据壁垒、深度业务嵌入能力，并能将AI真正转化为可计价生产力工具的公司，仍有望获得溢价定价。Palantir在行业承压背景下仍维持高估值交易，正体现了市场对“数据 + 场景 + AI落地能力”的差异化定价。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b00a7b04d13011703f2fa138d141802","relate_stocks":{"GTLB":"GitLab, Inc.","LZ":"LegalZoom.com, Inc","ESTC":"Elastic N.V.","ADP":"自动数据处理","ARES":"Ares Management L.P.","TRI":"汤森路透","ORCL":"甲骨文","MDB":"MongoDB Inc.","VEEV":"Veeva Systems Inc.","DOCU":"Docusign","KVYO":"Klaviyo, Inc.","WIX":"Wix.Com Ltd","FSLY":"Fastly, Inc.","ADBE":"Adobe","TPG":"TPG, Inc.","ZETA":"Zeta Global Holdings Corp.","DUOL":"多邻国","SNOW":"Snowflake","CVLT":"康沃系统","CFLT":"Confluent, Inc.","HUBS":"HubSpot","MNDY":"Monday.com Ltd.","NOW":"ServiceNow","TWLO":"Twilio Inc","ZM":"Zoom","TTD":"Trade Desk 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五年都没涨过？","text":"$高通(QCOM)$ 五年都没涨过？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528866054107792","isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519473142280752,"gmtCreate":1767799648530,"gmtModify":1767799650865,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"不吃鱼尾","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMDL\">$2倍做多AMD ETF-GraniteShares(AMDL)$ </a> ？？？？？？？？？ 看看人家英特尔","listText":"<a href=\"https://laohu8.com/S/AMDL\">$2倍做多AMD ETF-GraniteShares(AMDL)$ </a> ？？？？？？？？？ 看看人家英特尔","text":"$2倍做多AMD ETF-GraniteShares(AMDL)$ ？？？？？？？？？ 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你们可以暗盘交易嘛？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/495165350907952","isVote":1,"tweetType":1,"viewCount":3582,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494555166876898","authorId":"3494555166876898","name":"好运小宇宙","avatar":"https://static.tigerbbs.com/6b25e897f81ed6f4dc7d66dc18693608","crmLevel":5,"crmLevelSwitch":1,"idStr":"3494555166876898","authorIdStr":"3494555166876898"},"content":"我之前可以，不过我现在没钱了","text":"我之前可以，不过我现在没钱了","html":"我之前可以，不过我现在没钱了"},{"author":{"id":"4088626949262520","authorId":"4088626949262520","name":"Inmoretion","avatar":"https://static.tigerbbs.com/b1c0fdec2b419399e39fd0a7b103ef63","crmLevel":8,"crmLevelSwitch":1,"idStr":"4088626949262520","authorIdStr":"4088626949262520"},"content":"已经可以交易了，重新下单试试","text":"已经可以交易了，重新下单试试","html":"已经可以交易了，重新下单试试"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}