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ADSK 欧特克
交易中 05-18 10:34:48 EDT
240.43
+3.81
+1.61%
最高
242.51
最低
234.65
成交量
22.66万
今开
236.10
昨收
236.62
日振幅
3.32%
总市值
509.71亿
流通市值
509.71亿
总股本
2.12亿
成交额
5,428万
换手率
0.11%
流通股本
2.12亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
Autodesk股价上涨 美银美林给予买入评级 称其在人工智能领域具有优势
环球市场播报 · 05-12
Autodesk股价上涨 美银美林给予买入评级 称其在人工智能领域具有优势
欧特克全线产品集成人工智能助手 设计与制造解决方案再升级
美股速递 · 04-16
欧特克全线产品集成人工智能助手 设计与制造解决方案再升级
Globant与欧特克Tandem达成合作 携手推进数字孪生运营迈向实体AI新纪元
美股速递 · 04-14
Globant与欧特克Tandem达成合作 携手推进数字孪生运营迈向实体AI新纪元
CEO嘴上说没事，SEC文件全交代了：今年27家软件公司将AI Agent列为竞争风险
老虎资讯综合 · 03-16
CEO嘴上说没事，SEC文件全交代了：今年27家软件公司将AI Agent列为竞争风险
离开Meta，杨立昆两个月融了70亿
投中网 · 03-12
离开Meta，杨立昆两个月融了70亿
欧特克：业绩稳健强劲 战略重组收官
中金公司 · 03-05
欧特克：业绩稳健强劲 战略重组收官
异动解读 | 财报及年度预期超预期，欧特克盘中大涨5.04%
异动解读 · 02-27
异动解读 | 财报及年度预期超预期，欧特克盘中大涨5.04%
异动解读 | 财报超预期，欧特克盘后大涨10.30%
异动解读 · 02-27
异动解读 | 财报超预期，欧特克盘后大涨10.30%
Autodesk去年四季度净营收19.6亿美元 高于市场预期
每日经济新闻 · 02-27
Autodesk去年四季度净营收19.6亿美元 高于市场预期
大摩下调欧特克目标价至350美元
中金财经 · 02-24
大摩下调欧特克目标价至350美元
李飞飞创办的AI公司World Labs获10亿美元融资 Autodesk是战略方
雷递网 · 02-19
李飞飞创办的AI公司World Labs获10亿美元融资 Autodesk是战略方
财报前瞻｜欧特克本季度营收预计增17.15%，机构观点偏看多
财报Agent · 02-19
财报前瞻｜欧特克本季度营收预计增17.15%，机构观点偏看多
刚刚，李飞飞融资70亿，黄仁勋和苏姿丰都投了
智东西 · 02-19
刚刚，李飞飞融资70亿，黄仁勋和苏姿丰都投了
午盘：美股基本持平 软件股继续下滑
环球市场播报 · 02-18
午盘：美股基本持平 软件股继续下滑
软件股遭遇2010年来最大做空潮，高盛惊呼：市场“无处可藏”！
华尔街见闻 · 02-13
软件股遭遇2010年来最大做空潮，高盛惊呼：市场“无处可藏”！
Autodesk起诉谷歌侵犯“Flow”商标
亿恩网 · 02-11
Autodesk起诉谷歌侵犯“Flow”商标
Autodesk就AI影视制作软件起诉谷歌
环球市场播报 · 02-10
Autodesk就AI影视制作软件起诉谷歌
黄仁勋力挺SaaS：AI不会取代软件，真正的战场在“Agent层”
老虎资讯综合 · 02-06
黄仁勋力挺SaaS：AI不会取代软件，真正的战场在“Agent层”
设计软件巨头Autodesk上涨3.5% 计划全球裁员约7%
环球市场播报 · 01-22
设计软件巨头Autodesk上涨3.5% 计划全球裁员约7%
欧特克预计2027财年第四季度末完成重组计划
美股速递 · 01-22
欧特克预计2027财年第四季度末完成重组计划
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公司概况
公司名称：
欧特克
所属市场：
NASDAQ
上市日期：
--
主营业务：
欧特克股份有限公司于1982年4月在加利福尼亚州成立，并于1994年5月在特拉华州重新成立。该公司是3D设计、工程和娱乐软件及服务领域的全球领先企业，通过强大的技术产品和服务为客户提供富有成效的商业解决方案。公司服务于建筑、工程与施工；产品设计与制造；以及数字媒体和娱乐行业的客户。该公司的客户在设计过程的早期通过可视化、模拟和分析真实世界的性能来设计、制造、制造和建造任何东西。
发行价格：
--
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该券商表示，公司拥有“对几何和装配逻辑的深刻情境理解，这是公开网络上无法获得的”，这使ADSK相对于通用AI模型更具优势。\n 33位分析师的平均评级为“买入”，其目标价中位数为327.50美元。\n 该股今年以来累计下跌19.4%。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李桐","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-05-12/doc-inhxsiea9739522.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["AGIX","161631","ADSK","CHAT","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1161108294","title":"欧特克全线产品集成人工智能助手 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Assistant现已全面覆盖设计与制造产品组合。这一突破性进展标志着欧特克在智能化设计工具领域迈出重要步伐。\n该人工智能助手通过自然语言处理技术，能够理解设计师的创意需求并提供实时协助。在制造流程中，助手可自动优化参数设置，显著提升生产效率。用户只需通过简单对话即可完成复杂操作，大幅降低专业软件的使用门槛。\n此次技术整合涉及欧特克旗下多款核心产品，包括三维建模、工程仿真和数字化制造等解决方案。人工智能助手的全面部署将帮助企业加速创新周期，实现从概念设计到成品制造的无缝衔接。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1435385759.SGD","ADSK","LU2238339852.HKD","BK4566","LU0345770993.USD","IE00BZ9MQY76.HKD","LU1721428933.USD","LU1121112475.USD","LU2247934214.USD","LU0426412945.USD","LU1992135472.HKD","LU2265009873.SGD","LU2125910179.SGD","LU0345774631.USD","LU0345770308.USD","IE00B894F039.SGD","BK4023","IE00B19Z9Z06.USD","LU1046421795.USD","LU2272731600.USD","LU2272731782.SGD","LU1235294995.USD","LU0426417589.USD","BK4585","LU0266013472.USD","LU1939255532.USD","LU2326559502.SGD","LU0994945656.USD","LU1823568750.SGD","LU1923621640.USD","LU0323240290.USD","LU2125910336.SGD","LU1429558221.USD","LU1803068623.USD","BK4554","IE00B19Z9P08.USD","BK4528","LU0323239441.USD","BK4534","LU1043141123.HKD","LU1983260115.SGD","BK4588","LU1804176565.USD","LU1691799644.USD","LU2298064838.USD","LU1043141396.HKD","LU0107464264.USD","LU1992135399.USD","LU0345774391.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1189711609","title":"Globant与欧特克Tandem达成合作 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| 财报及年度预期超预期，欧特克盘中大涨5.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=1133499893","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1133499893?lang=zh_cn&edition=full","pubTime":"2026-02-27 23:31","pubTimestamp":1772206289,"startTime":"0","endTime":"0","summary":"欧特克（ADSK）今日盘中股价大涨5.04%，引起了市场的广泛关注。消息面上，欧特克公司发布的2027财年收入预期高于市场共识，预计收入在81.0亿美元至81.7亿美元之间，高于分析师平均预期的79.7亿美元。同时，公司预计年度每股收益为12.29美元至12.56美元，也高于预期的11.62美元。此外，公司第四季度的业绩表现也超出了分析师的预期。多家券商随后调整了对欧特克的目标价。其中，摩根大通将目标价从319美元上调至336美元。D.A. Davidson表示，随着人工智能时代的到来，欧特克已经做好了充分准备，2027财年的强劲前景将推动投资者的信心。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["ADSK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1106442069","title":"异动解读 | 财报超预期，欧特克盘后大涨10.30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1106442069","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1106442069?lang=zh_cn&edition=full","pubTime":"2026-02-27 06:34","pubTimestamp":1772145288,"startTime":"0","endTime":"0","summary":"欧特克(ADSK)今日盘后股价大幅上涨10.30%，引起了市场的广泛关注。消息面上，欧特克公布的财报显示，公司去年第四季度净营收达到19.6亿美元，高于市场预期的19.2亿美元。同时，公司对2027财年的营收指引为81亿至81.7亿美元，同样超出分析师预期的79.7亿美元。强劲的财报业绩和乐观的未来展望，是推动股价在盘后交易中大涨的主要原因。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["ADSK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2614133072","title":"Autodesk去年四季度净营收19.6亿美元 高于市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2614133072","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614133072?lang=zh_cn&edition=full","pubTime":"2026-02-27 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17:07","pubTimestamp":1771924030,"startTime":"0","endTime":"0","summary":"摩根士丹利将欧特克的目标价从385美元下调至350美元，仍维持“增持”评级。(格隆汇)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260224/32023670.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["ADSK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2612040744","title":"李飞飞创办的AI公司World Labs获10亿美元融资 Autodesk是战略方","url":"https://stock-news.laohu8.com/highlight/detail?id=2612040744","media":"雷递网","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612040744?lang=zh_cn&edition=full","pubTime":"2026-02-19 20:48","pubTimestamp":1771505286,"startTime":"0","endTime":"0","summary":"李飞飞创办的AI公司World Labs日前宣布获10亿美元投资，其中2亿美元来自Autodesk。","market":"sh","thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20260219/6390713087967881886160414.jpeg","type":0,"news_type":0,"thumbnails":["https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20260219/6390713087967881886160414.jpeg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.leinews.com/n32694/detail.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"leinews_highlight","symbols":["LU1992135399.USD","LU0345774391.USD","LU1804176565.USD","LU2238339852.HKD","BK4588","LU0323240290.USD","LU1046421795.USD","LU0345770993.USD","LU0345770308.USD","ADSK","LU0266013472.USD","LU1121112475.USD","BK4585","LU1803068623.USD","LU2125910336.SGD","LU0426412945.USD","BK4023","LU2125910179.SGD","LU1235294995.USD","LU2326559502.SGD","LU2298064838.USD","BK4566","BK4528","LU1823568750.SGD","LU0994945656.USD","LU2247934214.USD","LU0426417589.USD","LU2265009873.SGD","IE00BZ9MQY76.HKD","IE00B19Z9Z06.USD","LU1721428933.USD","LU2272731600.USD","LU0323239441.USD","LU1043141123.HKD","LU1923621640.USD","LU0107464264.USD","LU1429558221.USD","LU1435385759.SGD","BK4534","LU1043141396.HKD","LU1691799644.USD","LU1983260115.SGD","LU0345774631.USD","LU1992135472.HKD","IE00B894F039.SGD","LU2272731782.SGD","IE00B19Z9P08.USD","BK4554","LU1939255532.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1179558862","title":"财报前瞻｜欧特克本季度营收预计增17.15%，机构观点偏看多","url":"https://stock-news.laohu8.com/highlight/detail?id=1179558862","media":"财报Agent","labels":["earningPreview"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1179558862?lang=zh_cn&edition=full","pubTime":"2026-02-19 10:21","pubTimestamp":1771467677,"startTime":"0","endTime":"0","summary":"欧特克将于2026年02月26日公布财报，市场关注订阅续费与AI产品动能及指引质量对股价的影响。当前一致预期显示，欧特克本季度营收为19.11亿USD，同比增加17.15%；调整后每股收益为2.64美元，同比增加23.73%。订阅和维护是欧特克的收入基石，上季度该项占比达到94.01%，为本季度的营收与盈利延续提供确定性。综合近期机构观点，主流投行对欧特克的态度以看多为主，多家机构在上一季度业绩超预期和指引上调后提升了目标价。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"财报前瞻｜欧特克本季度营收预计增17.15%，机构观点偏看多","news_tag":"earningPreview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ADSK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2612962476","title":"刚刚，李飞飞融资70亿，黄仁勋和苏姿丰都投了","url":"https://stock-news.laohu8.com/highlight/detail?id=2612962476","media":"智东西","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612962476?lang=zh_cn&edition=full","pubTime":"2026-02-19 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Labs的投资，则有望打开其在建筑等领域的市场。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8qrooPYgaK4","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"ifeng_tech","symbols":["BK4534","SGXZ51526630.SGD","LU2065171402.SGD","SG9999014914.USD","BK4608","IE0034235295.USD","LU1119994496.HKD","LU1923623000.USD","LU2087621335.USD","BK4581","LU0225283273.USD","LU0316494557.USD","LU1923622614.USD","LU2361044949.HKD","LU0642271901.SGD","AMDD","LU1861215975.USD","BK4614","IE00BJLML261.HKD","LU0079474960.USD","LU0708995401.HKD","LU1691799644.USD","LU1244550494.USD","IE00BMPRXQ63.HKD","LU1699723380.USD","SG9999014567.USD","LU1821325948.USD","BK4550","IE00B775H168.HKD","LU2097344357.USD","LU0354030511.USD","LU2552382132.HKD","LU2272731865.HKD","IE00BWXC8680.SGD","SG9999014575.USD","LU2756315318.SGD","LU2381873111.SGD","IE00B4YYXB79.USD","IE00BYXW3230.USD","LU2552382058.USD","SG9999015952.SGD","LU0882574139.USD","LU2264538146.SGD","IE00B19Z9505.USD","LU0820561818.USD","LU0724617625.USD","LU2089985449.USD","LU0081259029.USD","ADSK","IE000KEQY171.SGD","SG9999014880.SGD","LU0390134368.USD","IE00BFSS7M15.SGD","LU1935043536.SGD","LU1815336760.USD","NVDY","SG9999015341.SGD","LU0158827781.USD","HK0000320264.USD","LU0211327993.USD","SG9999015358.SGD","LU0029864427.USD","LU0444971666.USD","LU1951198990.SGD","SG9999015986.USD","IE00BQXX3F31.USD","BK4141","BK4549","LU2461242641.AUD","LU2491050071.SGD","LU2505996681.GBP","LU0348723411.USD","LU1551013425.SGD","SG9999015945.SGD","LU1674673691.USD","LU0289739343.SGD","IE0034235188.USD","LU0417517546.SGD","LU2092937148.SGD","LU1303367103.USD","LU2322448791.USD","LU1934455863.HKD","LU2065169927.USD","SNVD.UK","LU0267386448.USD","LU0823421416.USD","LU1868837136.USD","LU0889565833.HKD","LU2237438978.USD","IE00B3SWFQ91.USD","LU2125909247.SGD","LU0788109477.HKD","IE00B19Z8X17.USD","LU0820562030.AUD","LU1868836757.USD","LU0158827948.USD","LU0957791311.USD","LU1280957306.USD","BK4612","LU2089284900.SGD","LU2430703178.SGD","SGXZ23171101.USD","LU1712237335.SGD","IE00BD6J9T35.USD","NVD","LU0274383776.USD","LU0494093205.USD","HK0000320223.HKD","LU1720051108.HKD","NVD3.UK","LU0265550359.USD","LU2294711713.HKD","LU2168563687.JPY","IE0009356076.USD","LU1951200564.SGD","LU2065170008.USD","LU2931357623.SGD","NVDD","LU0689626769.HKD","LU2111349929.HKD","AMDU","IE00B1XK9C88.USD","LU1868837300.USD","SG9999014559.SGD","LU2290526834.HKD","NVII","LU1861220033.SGD","SGXZ81514606.USD","LU1064131342.USD","LU2098885051.SGD","LU2506951792.HKD","NVDS","LU0211328371.USD","LU1066051811.HKD","BK4585","AMDL","SG9999014906.USD","LU2272731782.SGD","BK4554","LU2750360997.AUD","LU2430703251.USD","LU1153585028.USD","LU2106854487.HKD","LU0345768153.USD","LU0310800379.SGD","LU0077335932.USD","BK4598","LU2458330243.SGD","LU1267930573.SGD","SG9999017495.SGD","LU1861559042.SGD","LU1242518857.USD","LU2242649171.HKD","LU2326559502.SGD","LU2083900584.USD","LU0308772762.SGD","LU0964807845.USD","BK4592","LU2592432038.USD","LU2054465674.USD","LU1839511570.USD","LU1861558580.USD","LU1923622291.USD","LU1496350502.SGD","LU0289960550.SGD","LU2896262040.SGD","LU0345769128.USD","LU1571399168.USD","LU0708994859.HKD","IE00BZ199S13.USD","LU1934455277.USD","BK4579","LU1989772923.USD","LU0094547139.USD","LU1244550221.USD","LU2250418816.HKD","LU0072462426.USD","HK0000306701.USD","LU0265550946.USD","LU0203202063.USD","LU0109392836.USD","LU0511384066.AUD","LU2237957902.USD","IE0003U64NQ7.SGD","IE00BQXX3D17.EUR","SG9999002232.USD","LU2463028550.USD","LU2471134523.USD","LU0266013472.USD","LU1914381329.SGD","LU0323591593.USD","LU0942090050.USD","LU0868494708.USD","IE00BKDWB100.SGD","LU1935042488.USD","DAMD","LU1244550577.SGD","LU2125909916.SGD","LU0215105999.USD","LU0234570918.USD","LU2403377893.USD","LU2065171311.SGD","LU0823434740.USD","LU1989764664.SGD","LU2249611893.SGD","NVDX","IE00B19Z8W00.USD","IE00B1BXHZ80.USD","LU2360106780.USD","BK4533","IE00B5949003.HKD","LU2361045086.USD","BK4529","LU2361044865.SGD","IE00BJJMRX11.SGD","3NVD.UK","IE00BK4W5L77.USD","LU0342679015.USD","LU0096362180.USD","LU0786609619.USD","DIPS","LU0069063385.USD","LU2357125470.USD","LU2077746001.SGD","LU0466842654.USD","LU2125909759.SGD","LU0965509101.SGD","LU2756315664.SGD","LU0345770308.USD","LU1037948541.HKD","LU1718418525.SGD","LU0011850046.USD","LU1366333091.USD","LU2089283258.USD","LU0985320562.USD","BK4588","GB00BDT5M118.USD","LU1116320901.HKD","LU2487616109.SGD","LU0640476718.USD","LU2286300806.USD","LU1989772840.SGD","LU1934455194.USD","LU0170899867.USD","LU2458330169.SGD","BK4532","NVDG","LU0965509010.AUD","LU1992135472.HKD","LU1720051017.SGD","LU2247934214.USD","LU2211815571.USD","LU1496350171.SGD","LU0476273544.USD","IE00BMPRXR70.SGD","IE00BDCRKT87.USD","LU2491049909.HKD","LU03477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软件股继续下滑","url":"https://stock-news.laohu8.com/highlight/detail?id=2612691654","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612691654?lang=zh_cn&edition=full","pubTime":"2026-02-18 01:09","pubTimestamp":1771348140,"startTime":"0","endTime":"0","summary":"北京时间2月18日凌晨，美股周二午盘基本持平，主要股指在上周下挫之后试图站稳脚跟。软件股继续走低。 道指涨45.31点，涨幅为0.09%，报49546.24点；纳指跌13.88点，跌幅为0.06%，报22532.79点；标普500指数涨0.96点，涨幅为0.01%，报6837.13点。欧特克和赛富时继续下滑。 由于市场对人工智能颠覆性影响的担忧冲击了软件、房地产、卡车运输和金融服务等行业，标普500指数刚刚经历了连续第二周的下跌。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-18/doc-inhnefuu1479670.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IWN","ADSK","TWM","BK4550","RWM","BK4535","BK4588","MNQmain","TNA","SRTY","DIA","UWM","TZA","BK4534","IWO","BK4581","BK4585",".DJI"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2611613865","title":"软件股遭遇2010年来最大做空潮，高盛惊呼：市场“无处可藏”！","url":"https://stock-news.laohu8.com/highlight/detail?id=2611613865","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611613865?lang=zh_cn&edition=full","pubTime":"2026-02-13 15:48","pubTimestamp":1770968910,"startTime":"0","endTime":"0","summary":"十年最猛烈做空潮席卷美国软件股，摩根士丹利数据显示空头规模创2010年以来新高，市场陷入“先卖后问”的恐慌。AI取代白领的担忧引发行业震荡，防御性板块加速跑赢，科技七巨头（Mag 7）亦显颓势。高盛交易主管Callahan表示，科技/成长板块中众多股票呈现超卖迹象，值得讨论哪些股票被过度折价。","market":"us","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"89989872b716492d52536a976890fe8b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765659","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-2","news_top_title":"软件股遭遇2010年来最大做空潮，高盛惊呼：市场“无处可藏”！","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ORCL","IE00B19Z3B42.SGD","ADBE","OWL","LU2237443978.SGD","IE0034235188.USD","LU1868837300.USD","BK4533","LU0106831901.USD","LU2265009873.SGD","GTLB","DUOL","BK4516","WIX","LU0251131958.USD","MSFT","IE00BSNM7G36.USD","LU0345770308.USD","HUBS","LU2237443549.SGD","ADP","LU2237438978.USD","TPG","BK4550","BK4504","LU2471134879.HKD","TEAM","LU0251142724.SGD","LU2237443622.USD","NOW","LU1868836757.USD","LU1894683264.USD","BK4588","SAP","BK4585","LU2471134523.USD","ARES","LU1894683348.USD","ZETA","ZEN","LU1868836914.USD","DOCU","IE00BFXG1179.USD","IE00B19Z3581.USD","LU2471134796.USD","KVYO","CVLT","IGV","TWLO","FIG","LU1804176565.USD","LU0061475181.USD","LU0096364046.USD","SNOW","LU2750360997.AUD","LU2471134952.CNY","LU2750360641.GBP","LU0742534661.SGD","LU2237443895.HKD","ZM","IE0002270589.USD","TTD","ESTC","LZ","LU0048573561.USD","IE0004091025.USD","ADSK","CFLT","IT","TRI","BK4552","LU1668664300.SGD","MDB","MNDY","FSLY","VEEV","LU1868836591.USD","GSX","CRM","BK4127","LU1791807156.HKD","VGT","DDOG","LU2237443382.USD","LU0345770993.USD","LU1868837136.USD","IE0004086264.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2610984856","title":"Autodesk起诉谷歌侵犯“Flow”商标","url":"https://stock-news.laohu8.com/highlight/detail?id=2610984856","media":"亿恩网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610984856?lang=zh_cn&edition=full","pubTime":"2026-02-11 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01:00","pubTimestamp":1770656400,"startTime":"0","endTime":"0","summary":"Autodesk公司已对谷歌提起诉讼，指控后者侵犯其 “Flow” 商标，使用该名称推广用于电影、电视剧及电子游戏制作的竞争性 AI 软件。 在周五提交至美国旧金山联邦法院的起诉书中，Autodesk表示，公司自 2022 年 9 月起便将 “Flow” 用于视觉特效、制作管理及其他相关产品。 Autodesk称，谷歌曾向其保证不会将 Flow 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15:58","pubTimestamp":1770364720,"startTime":"0","endTime":"0","summary":"即便是近期业绩表现亮眼的公司，如Palantir，也未能幸免于情绪化抛售。这意味着，当前软件股的回调，更多反映的是市场对AI冲击路径的不确定性溢价，而非基本面立即恶化。","market":"us","thumbnail":"https://static.tigerbbs.com/5b00a7b04d13011703f2fa138d141802","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5b00a7b04d13011703f2fa138d141802"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"黄仁勋力挺SaaS：AI不会取代软件，真正的战场在“Agent层”","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NOW","TTD","DDOG","ADP","CVLT","ZETA","SNOW","IGV","ADSK","ZM","VEEV","ZEN","DOCU","OWL","ESTC","GTLB","SAP","KVYO","WIX","FIG","TRI","CRM","MDB","DUOL","ADBE","TEAM","FSLY","MNDY","LZ","ARES","TPG","TWLO","CFLT","ORCL","HUBS"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2605490856","title":"设计软件巨头Autodesk上涨3.5% 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