代理人工智能威胁到传统软件公司, 但却推动了市场发展, 促使选择性投资和真正的AI整合才能生存. Agentic AI threatens legacy software firms but boosts the market, urging selective investing and real AI integration for survival.

高盛在2026年3月24日发布的一份报告警告说,代理人工智能可以破坏传统软件公司并扩大整体市场,敦促投资者采取选择性方法. A Goldman Sachs report released March 24, 2026, warns that agentic AI could disrupt legacy software firms while expanding the overall market, urging investors to take a selective approach. 人工智能正在通过降低编码成本和加速开发来改变行业, 造福AI原生竞争对手并挑战传统参与者. AI is transforming the industry by lowering coding costs and accelerating development, benefiting AI-native competitors and challenging traditional players. 传统公司可能通过利用领域专业知识和快速创新来生存, 但成功将取决于真正的人工智能整合和战略重组, 而不是仅仅是作. Legacy companies may survive by leveraging domain expertise and fast-follow innovation, but success will depend on genuine AI integration and strategic restructuring, not just hype. 只有在收益稳定后,市场才会趋于稳定,而在稳定的宏观条件下,信用风险仍可管理. Market stabilization is expected only after earnings stabilize, with credit risks remaining manageable under stable macro conditions.