The Investor Channel发布 2026-09-04
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$ADSK看跌
软件应用层在未来几年面临充满挑战的环境，影响包括Autodesk在内的公司。
Autodesk的股票今天大幅下跌。股价下跌了。我的意思是，本周大多数软件股都下跌了，但Autodesk特别下跌了超过8%，因为这里也展示了一些CAD设计。然而，对于许多AI应用软件公司，如Autodesk和Adobe，如果你知道我的论点，软件应用层在未来几年将是一个充满挑战的环境。
Autodesk's stock took a sharp drop today. The shares fell. I mean, most software stocks have fallen this week, but Autodesk specifically went down by more than 8%, as some CAD designs were also showcased here. However, for a lot of AI application software companies like Autodesk and Adobe, if you know my thesis, the application layer of software is going to be a challenging environment for the next couple of years.