已收盘 02-06 16:00:00 美东时间
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新推出的Anthropic“协同工作”工具引发了对行业颠覆的担忧,打击了汤森路透、LegalZoom、Salesforce和Workday等数据和企业软件公...
02-06 23:33
In the dynamic and fiercely competitive business environment, conducting a thor...
02-06 23:01
今日重点评级关注:康托·菲茨杰拉德:维持Wave Life Sciences Ltd."超配"评级,目标价从34美元升至41美元;Piper Sandler:维持Replimune Group"超配"评级,目标价从13美元升至14美元
02-06 16:52
一部分机构类资金开始入场抄底式“逢低布局”这些近期经历暴跌甚至股价几乎腰斩的软件股,并且他们赞同黄仁勋对于软件股的积极看法——即市场错杀了那些聚焦“AI+核心操作流程”且基本面强劲的软件巨头。
02-06 16:36
①全球软件股因AI焦虑情绪而抛售,但专家里克·舍伦德认为市场处于大幅上涨边缘,因AI基础设施需求巨大; ②他指出,“软件行业每隔10到15年就会经历一次剧烈的变革”。
02-06 10:51
Anthropic releases AI upgrade as market punishes software stocks Anthropic's Claude Opus 4.6 handles bigger prompts than Opus 4.5 AI advancements trigger selloff in traditional software stocks Industry leaders argue AI won't crush older software companies By Jeffrey Dastin SAN FRANCISCO, Feb 5 (Reut
02-06 01:45
Stock futures mixed, focus on Bristol-Myers Squibb, Alphabet's strong Q4 results, ConocoPhillips earnings, Workday layoffs, Amazon's earnings.
02-05 15:16
Workday (WDAY) late on Wednesday said it expects FY26 Q4 GAAP operating margin to trail non-GAAP by 24–25 percentage points and FY26 full-year GAAP margin to lag non-GAAP by 22–23 percentage points. F...
02-05 12:39
The latest update is out from Workday ( ($WDAY) ). On February 4, 2026, Workday...
02-05 05:40
今日重点评级关注:Canaccord Genuity:维持Wave Life Sciences Ltd."买入"评级,目标价从40美元升至43美元;花旗:维持Palantir Technologies"买入"评级,目标价从235美元升至260美元
02-04 12:15