Apollo: The private equity industry will face a prolonged period of software investment growing pains

華爾街見聞
2026.02.20 16:45
阿波羅全球管理公司（Apollo Global Management Inc.）私募股權聯席主管大衞·桑布爾（David Sambur）認為，收購公司正處於軟件業大清算的邊緣，因為他們此前未能察覺到人工智能（AI）等技術將徹底顛覆軟件行業。“直到現在，人們才開始關注即將發生在軟件投資高速公路上的 ‘多車連環追尾事故’……如果你在 2022 年願意睜開眼看，這一切其實早已初見端倪。” 隨着投資者重新審視軟件公司的經濟模型和未來增長率，該行業需要為一場 “迫在眉睫的估值重置” 做好準備。（彭博）
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