[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio9e32fa0c":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio9e32fa0c","AI将颠覆SaaS？甲骨文(ORCL)高管否认“软件末日论”-称公司反而将受益","\u002Fdoc\u002Fdcio9e32fa0c","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">在人工智能技术迅速发展的背景下，市场对于软件行业是否会遭遇末日的担忧持续升温。不过，美国软件巨头甲骨文(ORCL)在最新财报电话会上明确表示，公司不仅不会被人工智能颠覆，反而有望从这一技术浪潮中受益。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，甲骨文管理层在周二晚间的业绩电话会上多次回应市场对AI冲击软件行业的担忧。公司联席首席执行官Mike Sicilia表示，当前市场流行一种观点，即随着人工智能帮助开发者更快编写代码，新兴公司可能会对传统SaaS企业构成冲击，但他并不认同这一说法。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">“很多人都听过这样的理论，新公司借助AI快速开发软件，将导致SaaS模式的终结，”Sicilia在电话会上表示，“我完全不同意这种看法。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">甲骨文管理层认为，公司提供的企业级软件系统具有高度复杂性，不可能被简单的AI工具或零散功能所取代。相反，公司正在快速将人工智能工具引入自身的软件开发和产品体系中，以提升效率和功能。Sicilia表示“这些系统并不是一堆由AI拼接而成的小功能就能替代的。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">除了在软件产品中应用AI技术，甲骨文还通过另一条重要路径增强自身在AI时代的竞争力，即建设人工智能基础设施。与许多传统软件公司不同，甲骨文不仅提供企业软件服务，同时还在大规模建设支持AI运算的数据中心，通过出租服务器和存储资源为客户提供算力。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">这一战略需要巨额投入。公司预计2026财年资本支出将达到约500亿美元，主要用于扩建数据中心和云基础设施。不过，这也使甲骨文能够直接受益于全球对AI算力需求的快速增长。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">业内分析人士指出，除甲骨文外，微软(MSFT)和SAP SE(SAP)等科技公司同样具备“软件+基础设施”的双重业务模式，因此也有机会在AI时代获得增长。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">与此同时，部分传统软件企业也在通过推出新的AI平台来应对行业变化。例如，赛富时(CRM)正在大力发展其AI平台 Agentforce。数据显示，该平台在第四季度的年度经常性收入达到8亿美元，同比增长169%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">虽然这一规模仍远小于赛富时当季112亿美元的总收入，这一增长显示客户仍然愿意继续为其产品付费，而不是因为AI技术的兴起而转向其他解决方案。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]