"The key to Twig's longevity is our passion for the brand and the community itself. The people who come in week after week, and stayed loyal, are the reason we've been successful."
Critics have raised the spectre of "circular financing" deals in which investments by Nvidia in other companies may be clouding perceptions about how robust AI demand really is.
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Фото: Александр Вильф / РИА Новости,详情可参考heLLoword翻译官方下载
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市场还担忧 AI 会加大定价压力并削弱企业护城河。软件企业原有的竞争优势可能被 AI 侵蚀,增长前景更加不确定,这让投资者难以判断合理估值,导致市场情绪偏向“卖出”。Piper Sandler 已经下调了 Adobe、Freshworks、Vertex 等公司的评级,分析师认为“席位压缩”和“氛围编码”趋势可能限制估值上限。