Amidst widespread market concerns that "AI will replace traditional software," the author notes that core "infrastructure" software stocks—such as Twilio, Innodata, Cloudflare, and JFrog—have seen significant recent gains. He argues that while the broader software sector is not entirely out of the woods, companies providing foundational infrastructure have proven their defensive value and market relevance in the AI era, making their stocks suddenly more attractive in the current environment.

TiernanRayTech · x · 2026-08-07

作者指出，在市场普遍担忧“AI 将替代传统软件”的背景下，核心“基础设施”类软件股票（如 Twilio、Innodata、Cloudflare 和 JFrog）近期出现了显著上涨。

他认为，尽管软件板块整体尚未完全摆脱困境，但这类提供底层基础设施的软件公司证明了其在 AI 时代的防御价值与市场相关性，使其股票在当前环境下突然变得更具吸引力。

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