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Claude一个插件吓哭华尔街,软件公司集体暴跌,2万亿元一日蒸发
3 6 Ke· 2026-02-05 12:01
上周Anthropic推出了「插件」功能,发布11个「硅基员工」,涵盖销售、财务、市场营销等领域。 而如今,这11个「硅基员工」,全部变成了无情的SaaS杀手。 仅用了几个小时,就让纳斯达克的2850亿美元(折算人民币约2万亿元)灰飞烟灭。 其中,高盛美国软件股组合暴跌6%,创下自去年4月以来的最大单日跌幅。 一连串红线看的网友们瞠目结舌,高呼:软件公司玩完了! 甚至直接盖棺定论,宣判「SaaS已死」。 这还没完。 第二天,软件股再遭重击,iShares扩展科技软件行业ETF继续下跌2%。 大部分网友只是吃瓜看热闹,但华尔街,是真的慌了。 据Bloomberg报道,华尔街这次对软件股的悲观情绪,已经彻底演变成了末日论调。 我们称之为SaaS末日。 一名证券从业者直言,现在他们在交易时心里都在怒吼:快让我出去!! 只要是软件公司,先卖了再说,赶紧脱身。根本不在乎现在的价格是多少。 场面太过惨烈。惨到连黄仁勋都看不下去了,亲自站出来替SaaS公司说了几句话: 人们普遍认为AI会取代软件,这是我听过世界上最不合逻辑的想法。时间会证明一切。 Anthropic干碎华尔街 AI正在杀死软件公司。 今年1月,Anthro ...
Thomson Reuters (NASDAQ: TRI) Targets AI Integration to Enhance Legal Tools
Financial Modeling Prep· 2025-11-05 04:16
Core Insights - Thomson Reuters (NASDAQ: TRI) is a significant player in the information services industry, particularly known for its legal, tax, and accounting solutions [1][5] - The company is integrating artificial intelligence into its legal tools to enhance its offerings and aims to become the leading AI platform for legal professionals [2][5] - Canaccord Genuity has set a price target of $174 for TRI, indicating a potential price increase of 18.69% from its current price of $146.60 [1][5] Stock Performance - TRI's stock is currently priced at $146.60, reflecting a decrease of 5.86%, which is a drop of $9.12 [3][5] - The stock has experienced fluctuations during the trading day, with a low of $145.26 and a high of $157.64 [3] - Over the past year, TRI has reached a high of $218.42 and a low of $145.28 [3] Market Position - Thomson Reuters has a market capitalization of approximately $66.07 billion, with a trading volume of 2,490,644 shares [4] - The integration of AI into its legal tools is crucial for maintaining a competitive edge against established models like ChatGPT [4]