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Wedbush表示，微軟和Salesforce近期的拋售與新興人工智慧商業化機會無關。

-- Wedbush週一在一份報告中指出，微軟(MSFT)、Salesforce(CRM)和ServiceNow(NOW)近期在更廣泛的軟體拋售潮中遭遇的拋售，與未來幾年人工智慧(AI)帶來的機會並無關聯。企業正將AI整合到其技術堆疊中，並將其列為優先事項。 該券商表示，其技術團隊在過去幾週內觀察到企業AI採用速度顯著加快，這得益於與包括亞洲在內的多家客戶和合作夥伴的交流，進一步印證了其關於企業軟體領域AI貨幣化的觀點。 Wedbush也指出，AI的廣泛應用也降低了執行複雜網路攻擊所需的成本和技能。此外，網路安全領域的AI應用並不會減少對終端及其供應商的需求，反而會隨著更多企業部署基於LLM的代理而倍增，這意味著需要進行更多的運行時監控和身份治理。 在此背景下，Wedbush 表示其最看好的公司包括 CrowdStrike (CRWD)、Palo Alto Networks (PANW)、Zscaler (ZS)、Check Point Software (CHKP) 和 Rubrik (RBRK)。

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