FT商学院

Not all software faces the same threat from AI
并非所有软件都面临相同的AI威胁

From security services to those able to reinvent themselves, many may survive the AI armageddon
从安全服务到能够彻底改造的公司,许多企业或许都能在“AI末日大决战”中存活下来。

Baby, meet bathwater. Wheat, meet chaff. The scale of Tuesday’s savage sell-off of data analytics and software stocks speaks as much to market jitters over anticipated upheaval as it does to the potential of the specific new AI plug-in that triggered it. Investors brave enough to poke through the wreckage know that the damage AI will actually inflict on these sectors is more nuanced than that initial reaction suggests. 

别把孩子和洗澡水一起倒掉;麦子要和糠分开。周二数据分析与软件股遭猛烈抛售的规模,既反映了市场对即将到来的颠覆的紧张情绪,也反映了引发抛售的那个新AI插件的潜力。敢于在废墟中翻找的投资者明白,AI对这些板块造成的实际冲击要比最初反应所显示的更为微妙。

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