Iberdrola counters grid operator's claim that its solar plant contributed to blackout | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Friends greet each other on an illuminated shopping street, the day after a sudden major blackout in the Iberian Peninsula, in Ronda, Spain April 29, 2025. REUTERS/Jon Nazca/File Photo [Purchase Licensing Rights, opens new tab]- Companies[Iberdrola SA]Follow[Redeia Corporacion SA]FollowMADRID, Feb 12 ...

高盛、黑石、Apollo和KKR的高管一致认为，市场对AI将导致软件行业消亡的担忧被严重夸大了。尽管承认AI将带来"剧烈的技术周期"和颠覆，但机构 认为大型、根基深厚的软件公司将受到保护，甚至成为受益者。同时，各家机构也澄清自身在软件领域的风险敞口可控。 针对近期软件板块因人工智能（AI）威胁论而遭遇的猛烈抛售，华尔街各大金融机构的高层正试图向投资者传递一个明确信号： 关于软件企业末日的 传言被严重夸大了。 此次市场恐慌的直接导火索是Anthropic宣布为其Cowork助手推出新的法律工具，旨在辅助起草和研究任务。这一消息引发了投资者对各类软件提供商 命运的担忧， 导致Salesforce和Adobe的股价在上周暴跌，并在周三继续下行。 | A Pa A AUUUC | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | NASDAQ: ADBE : | | | | | | | | 257.16 USD | | | | | | + 关注 | | -70.49 (-21.51%) ↓ 过去 1 个月 | | | | | | | | 收盘时间: 2 ...

针对近期软件板块因人工智能（AI）威胁论而遭遇的猛烈抛售，华尔街各大金融机构的高层正试图向投资者传递 一个明确信号：关于软件企业末日的传言被严重夸大了。 上周，受AI初创公司Anthropic发布新工具的消息影响，Salesforce和Adobe等软件巨头股价大幅下挫，数千亿美元 市值蒸发。市场恐慌情绪蔓延，投资者担心AI将取代传统软件功能，从而摧毁该行业的商业模式。 对此，来自高盛、黑石、阿波罗全球管理和KKR的高管们在本周密集表态。他们指出，目前的市场反应属于"无 差别"抛售，虽然AI确实会带来颠覆，但认为所有软件公司都将过时的观点过于宽泛且缺乏依据。 在安抚市场情绪的同时，这些华尔街巨头也在极力淡化自身在软件领域的风险敞口。他们强调，尽管软件行业一 直是私募股权投资的热门标的，但其投资组合的多元化足以抵御单一行业的波动，且部分机构已提前调整了持仓 结构。 "我们在Apollo没人认为软件会消失。事实上，我们实际上认为软件的使用量会大大增加，"Zito表示，"这只是一 个问题——你会为此支付多少钱？" Zito警告称，市场将经历一个"非常剧烈的技术周期"，并会出现赢家和输家。他特别提醒投资者，不要仅凭目前 ...

You wouldn't know it from looking at market indexes like the S&P 500 and the Nasdaq Composite, which are trading near all-time highs, but the recent sell-off in software-as-a-service stocks has been absolutely brutal. This group has been getting punished as investors debate whether their shares are really worth their premium valuations in an era when AI (artificial intelligence) is proving a disruptive force. To be fair, the valuations of many software-as-a-service stocks were extremely frothy headed int ...

In this article I will attempt to identify the most overvalued and undervalued US tech stocks using a methodology I first introduced in this article in July last year. It is based not only onI am a full-time investor and owner of Icon Economics - a macro research company focussed on providing contrarian investment ideas across FX, Equities, and Fixed Income based on Austrian economic theory. Formerly Head of Financial Markets at Fitch Solutions, I have 15 years of experience investing and analysing Asian an ...

Core Insights - Heavy short interest in the market indicates a potential for a near-term rally, despite ongoing long-term concerns regarding artificial intelligence [1] Group 1 - The current market conditions show a significant level of short interest, which could lead to upward price movements in the near future [1] - Prices are stabilizing, suggesting that the market may be reaching a point of equilibrium, which could further support a rally [1] - Long-term fears related to AI continue to persist, indicating that while short-term opportunities may arise, underlying concerns remain [1]

A few years back, it would have been unthinkable for any analyst to say that the software sector would become one of the deepest pockets of value in the stock market. But as the backlash against enterprise software deepens and investors shiftWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular ...

A few years back, it would have been unthinkable for any analyst to say that the software sector would become one of the deepest pockets of value in the stock market. But as the backlash against enterprise software deepens and investors shiftWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular ...

In today's rapidly changing and highly competitive business world, it is vital for investors and industry enthusiasts to carefully assess companies. In this article, we will perform a comprehensive industry comparison, evaluating Adobe (NASDAQ:ADBE) against its key competitors in the Software industry. By analyzing important financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's performance within the industry.Adobe BackgroundB ...

来源：智通财经网 投行法国巴黎银行对近期甲骨文(ORCL.US)和 Adobe (ADBE.US)等企业软件股的抛售潮发表了看法。 Adobe AI功能变现周期长 针对Adobe，该行分析师斯特凡·斯洛温斯基意识到其股价正承受"AI颠覆性担忧相关的压力"，Adobe很 可能明白需要通过先企稳、再加速的方式来平息这些担忧。然而，斯洛温斯基表示，这种情况可能不会 很快发生。 斯洛温斯基在客户报告中写道，"由于新用户现在能够从免费产品开始使用(目前免费月活跃用户达7000 万且增长迅速)，客户变现所需时间可能比以往更长，""尽管Adobe对其产品能提供的价值仍有信心(用 户和使用量增长仍具韧性——今年至少保持净新增年度经常性收入持平的预期可佐证)，但该商业模式 要实现重新加速增长可能需要时间。此外，将Adobe定位为创作者群体的模型聚合平台同样需要时间发 展。" 不过，该公司计划于4月举办Adobe Summit峰会。斯洛温斯基指出，届时其传达的信息可能聚焦于"受 AI影响"的产品数据，而非"AI优先"。他解释道，今年新的AI驱动因素可能包括：向第三方模型使用的 转变；对更高分辨率的需求；以及视频消费增长——这些因 ...