Everything Money发布 2026-09-17
《Every Stock Nvidia Needs to Keep the Ai Boom Going》
$GLOB看跌
AI 带来的效率提升会减少对程序员的需求，从而威胁 Globant 的业务模式；当前销售额持平。
第五个是有点另类的 Globant，股票代码 GL。这一家有点不一样。它帮助普通公司真正在业务中构建和使用 AI。大多数公司根本不知道怎么写 AI 代码，所以需要雇人帮忙。但这里有个很大的风险。
同样的 AI 可能让程序员的效率高到公司不再需要那么多人。所以 AI 实际上可能反过来侵蚀 Globant 自己的业务。事实上，即便眼下 AI 热潮如此高涨，它的总销售额目前基本持平。
And fifth, the oddball Globant, ticker GL. Now, this one's a little bit different. It helps regular companies actually build and use AI in their business. Most companies have no clue how to code AI, so they need to hire help.
But here's the big risk. The very same AI could make programmers so efficient that companies need fewer of them. So AI could actually eat into Globin's own business. In fact, its total sales are basically flat right now. Even with all this AI excitement going on.