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摩根士丹利：软件股受内包和竞争风险威胁_蜘蛛资讯网

1700万打赏案涉事MCN多次被告

　摩根士丹利的分析师写道，欧洲软件股正受到内包和初创公司竞争的威胁。这些分析师说，AI工具使公司自己构建应用程序变得更容易。这些分析师补充说，此外，专注于利基AI应用的初创公司比大型软件公司的创新速度更快。　　这些分析师指出，软件股还受到客户公司员工人数下降的威胁，因为一些软件公司是按席位模式销售产品的。以Stoxx Europe Software and Computer Services指数衡

下跌约16%，不过周一收复了部分失地，上涨了0.7%。责任编辑：刘明亮

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