本月初,美股软件板块在经历了一阵暴跌后开始反弹,但其涨幅不足以扭转华尔街的担忧——企业软件是否正面临被AI颠覆。这种担忧让投资者用脚投票,ServiceNow、Adobe、Workday等老牌软件企业,其股价已经跌落至十年以来的最低水平。
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2021—2025 年度,44 个行业研发投入金额呈现整体扩张的态势,说明重视研发不只是龙头和腰部企业的行为,而且成为了更加广泛的共同行动。另一方面,研发均值下滑的行业集中在末端,印证了行业整体分化的现象。典型案例来自房地产和教育行业,在“去杠杆”“双减”等政策催化下,市场步入格局重塑阶段,企业纷纷降本增效或是寻求转型路径。
You'll hear that phrase a few times throughout DTF St. Louis, a darkly comedic miniseries from HBO and creator Steven Conrad (Patriot). The show examines the intertwined lives of three friends, diving beneath their seemingly normal exteriors to prod at the desires and fantasies they hope will drive away their middle-age malaise. Along the way, there's an affair, a murder, and a wildly named hookup app called DTF St. Louis.