2026年初，全球软件行业正经历一场前所未有的变革。随着 人工智能（AI）技术的飞速发展，传统的软件开发和应用模式正面临着严峻的挑战。市场对软件公司的未来产生了担忧，认为AI 能够自主编写代码，从而削弱了软件公司的竞争壁垒。然而，英伟达CEO黄仁勋在旧金山AI峰会上的一席话，为行业注入了一剂强心针，他认为 AI 并不会让软件公司失去意义，反而会推动其进化。

在2026年初，全球软件股经历了一场罕见的熔断，从硅谷到班加罗尔，投资者们在恐慌中纷纷抛售曾经被视为“数字基建”的软件公司股票。这一切的背后，市场逻辑出奇一致：AI能够写代码，软件公司的护城河正在坍塌。就在市场情绪滑向“软件已死”的深渊时，英伟达CEO黄仁勋在旧金山的一场AI峰会上发表了掷地有声的言论：“认为AI会让软件公司失去意义，是世界上最不合逻辑的事情。”这句话迅速被媒体引用，仿佛为软件行业 ...

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