
Post
Yuvi.
$NOW,企业是否会在高利率环境下继续增加AI软件预算?联储按兵不动但强调通胀偏高,企业融资成本仍是决策约束。软件平台的价值在于自动化节省成本并提高续约,而非AI功能数量。若客户扩容和续约金额上升,AI变现更可信;若预算转向基础设施、席位增长放慢,我会下调增长溢价。
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