The Investor Channel 对 $ADSK 的判断变化

2026-09-04看跌
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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.