Fintech company Block lays off 4,000 of its 10,000 staff, citing gains from AI

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另一方面,软件股的超卖现象也引发部分投资者关注抄底机会。一些机构认为,像微软这样的巨头仍有潜力在 AI 时代获益,但大多数中小型 SaaS 企业由于面临颠覆风险,其股价短期内波动幅度较大。市场分化明显,投资者需要区分 AI 领域的潜在赢家和输家。