‌[强] ‌_老虎社区_美港股上老虎 - 老虎社区

点赞
评论
收藏

Sacred Rabbit
03-11

甲骨文董事长埃里森不惧“软件末日”：那是别人的事，与我们无关

IT之家 3 月 11 日消息，据《商业内幕》今日报道，甲骨文董事长拉里 · 埃里森表示，AI 将导致 SaaS 公司大规模消亡的担忧，实质上被夸大了。甲骨文 CEO 迈克 · 西西利亚在同一场财报电话会议上也对“SaaS 末日”的说法予以回击。据IT之家了解，甲骨文并不是唯一试图淡化 Anthropic 和 OpenAI 可能威胁传统软件公司的企业。

甲骨文董事长埃里森不惧“软件末日”：那是别人的事，与我们无关

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

点赞

举报

评论

推荐
最新

empty

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":541367490139016,"tweetId":"541367490139016","gmtCreate":1773195398532,"gmtModify":1773195400811,"author":{"id":4199543189920392,"idStr":"4199543189920392","authorId":4199543189920392,"authorIdStr":"4199543189920392","name":"Sacred Rabbit","avatar":"https://static.tigerbbs.com/11284644c21c4f05ac09d2b5c2b09e7d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.10","exceedPercentage":"93.07%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":27,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>‌<a href=\"\">[强]&nbsp;</a>‌</body></html>","htmlText":"<html><head></head><body>‌<a href=\"\">[强]&nbsp;</a>‌</body></html>","text":"‌[强] ‌","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/541367490139016","repostId":2618967239,"repostType":2,"repost":{"id":"2618967239","kind":"news","pubTimestamp":1773183749,"share":"https://www.laohu8.com/m/news/2618967239?lang=zh_CN&edition=full","pubTime":"2026-03-11 07:02","market":"us","language":"zh","title":"甲骨文董事长埃里森不惧“软件末日”：那是别人的事，与我们无关","url":"https://stock-news.laohu8.com/highlight/detail?id=2618967239","media":"IT之家","summary":"IT之家 3 月 11 日消息，据《商业内幕》今日报道，甲骨文董事长拉里 · 埃里森表示，AI 将导致 SaaS 公司大规模消亡的担忧，实质上被夸大了。甲骨文 CEO 迈克 · 西西利亚在同一场财报电话会议上也对“SaaS 末日”的说法予以回击。据IT之家了解，甲骨文并不是唯一试图淡化 Anthropic 和 OpenAI 可能威胁传统软件公司的企业。","content":"<html><body><article><p>IT之家 3 月 11 日消息，据《商业内幕》今日报道，<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>董事长拉里 · 埃里森表示，AI 将导致 SaaS（软件即服务）公司大规模消亡的担忧，实质上被夸大了。</p><p>拉里 · 埃里森在周二的财报电话会议上说，所谓的“SaaS 末日（Saaspocalypse）”可能会成为其他公司的问题，但不会影响甲骨文。“现在已经出现新的编程工具，可以帮助甲骨文构建完整的软件体系 ——<strong>基于智能体的软件</strong>，可以用于自动化医疗或金融服务等完整行业生态，这正是甲骨文正在做的事。因此我们认为，自己会成为颠覆者。故此，所谓的‘SaaS 末日’景象<strong>只会降临在别人头上，与我们无关</strong>。”</p><p>过去一个月，市场对 AI 取代传统软件工具的担忧明显上升。Anthropic 发布新的智能体 AI 工具后，<a href=\"https://laohu8.com/S/CRM\">Salesforce</a> 和 Asana 等软件股出现抛售。</p><p>甲骨文 CEO 迈克 · 西西利亚在同一场财报电话会议上也对“SaaS 末日”的说法予以回击。“如果我们没有拥抱 AI 工具以及编程能力，确实会构成威胁。但我们不但在用，而且速度非常快。我们正在利用 AI 开发全新的 SaaS 产品，同时也把 AI 智能体嵌入现有应用套件。”</p><p>西西利亚补充说：“我还没遇到哪个客户说自己准备好放弃零售的商品管理系统、核心银行系统、活期存款账户系统、电子病历系统，以及那些零散拼凑的 AI 功能，然后指望这些东西一夜之间就能取代所有这些。实际上，我们经常听到的是，他们<strong>根本没这个打算</strong>。”</p><p>据IT之家了解，甲骨文并不是唯一试图淡化 Anthropic 和 OpenAI 可能威胁传统软件公司的企业。</p><p>Salesforce CEO 马克 · 贝尼奥夫最近也试图安抚投资者，强调 Salesforce 围绕 AI 智能体的战略能够帮助公司抵御所谓的软件末日。“如果真的存在‘SaaS 末日’，也许会被‘SaaS 巨鳄’吃掉，因为很多公司仍然在大量使用 SaaS，而且有了智能体的加持，软件将变得更强大。”</p><p><a href=\"https://laohu8.com/S/WDAY\">Workday</a> CEO 阿尼尔 · 布斯里在上周的财报电话会议上也试图缓解类似担忧。他表示，人力资源和企业软件系统涉及复杂的安全和监管要求，并强调 Anthropic 和 OpenAI 等 AI 公司本身也在使用自家软件。</p></article></body></html>","source":"tencent","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>甲骨文董事长埃里森不惧“软件末日”：那是别人的事，与我们无关</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n甲骨文董事长埃里森不惧“软件末日”：那是别人的事，与我们无关\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-11 07:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311070314a45f7650&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 3 月 11 日消息，据《商业内幕》今日报道，甲骨文董事长拉里 · 埃里森表示，AI 将导致 SaaS（软件即服务）公司大规模消亡的担忧，实质上被夸大了。拉里 · 埃里森在周二的财报电话会议上说，所谓的“SaaS 末日（Saaspocalypse）”可能会成为其他公司的问题，但不会影响甲骨文。“现在已经出现新的编程工具，可以帮助甲骨文构建完整的软件体系 ——基于智能体的软件，可以用于...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311070314a45f7650&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","BK4528":"SaaS概念","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","ORCL":"甲骨文","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4581":"高盛持仓","BK4543":"AI","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","BK4534":"瑞士信贷持仓","LU0861579265.USD":"联博低波幅策略股票基金A","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0109392836.USD":"富兰克林科技股A","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","BK4516":"特朗普概念","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","BK4538":"云计算","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0444971666.USD":"天利全球科技基金","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4097":"系统软件","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4585":"ETF&股票定投概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","ORCS":"1倍做空ORCL ETF-Direxion","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","ORCU":"2倍做多ORCL ETF-Direxion","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4588":"碎股","ORCX":"2倍做多ORCL ETF-Defiance","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311070314a45f7650&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2618967239","content_text":"IT之家 3 月 11 日消息，据《商业内幕》今日报道，甲骨文董事长拉里 · 埃里森表示，AI 将导致 SaaS（软件即服务）公司大规模消亡的担忧，实质上被夸大了。拉里 · 埃里森在周二的财报电话会议上说，所谓的“SaaS 末日（Saaspocalypse）”可能会成为其他公司的问题，但不会影响甲骨文。“现在已经出现新的编程工具，可以帮助甲骨文构建完整的软件体系 ——基于智能体的软件，可以用于自动化医疗或金融服务等完整行业生态，这正是甲骨文正在做的事。因此我们认为，自己会成为颠覆者。故此，所谓的‘SaaS 末日’景象只会降临在别人头上，与我们无关。”过去一个月，市场对 AI 取代传统软件工具的担忧明显上升。Anthropic 发布新的智能体 AI 工具后，Salesforce 和 Asana 等软件股出现抛售。甲骨文 CEO 迈克 · 西西利亚在同一场财报电话会议上也对“SaaS 末日”的说法予以回击。“如果我们没有拥抱 AI 工具以及编程能力，确实会构成威胁。但我们不但在用，而且速度非常快。我们正在利用 AI 开发全新的 SaaS 产品，同时也把 AI 智能体嵌入现有应用套件。”西西利亚补充说：“我还没遇到哪个客户说自己准备好放弃零售的商品管理系统、核心银行系统、活期存款账户系统、电子病历系统，以及那些零散拼凑的 AI 功能，然后指望这些东西一夜之间就能取代所有这些。实际上，我们经常听到的是，他们根本没这个打算。”据IT之家了解，甲骨文并不是唯一试图淡化 Anthropic 和 OpenAI 可能威胁传统软件公司的企业。Salesforce CEO 马克 · 贝尼奥夫最近也试图安抚投资者，强调 Salesforce 围绕 AI 智能体的战略能够帮助公司抵御所谓的软件末日。“如果真的存在‘SaaS 末日’，也许会被‘SaaS 巨鳄’吃掉，因为很多公司仍然在大量使用 SaaS，而且有了智能体的加持，软件将变得更强大。”Workday CEO 阿尼尔 · 布斯里在上周的财报电话会议上也试图缓解类似担忧。他表示，人力资源和企业软件系统涉及复杂的安全和监管要求，并强调 Anthropic 和 OpenAI 等 AI 公司本身也在使用自家软件。","news_type":1,"symbols_score_info":{"ORCS":0.6,"ORCL":1.95,"ORCX":0.6,"ORCU":0.6}},"isVote":1,"tweetType":1,"viewCount":166,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}