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国信证券-互联网行业海外垂类AI专题(7)：美股SaaS一季报跟踪，AI效果明显分化-240619
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- 这份报告主要研究什么？
- 《国信证券-互联网行业海外垂类AI专题(7)：美股SaaS一季报跟踪，A…》主要讨论：• 传统SaaS业务的企业开支复苏低于预期，年初宏观经济的不确定性影响了企业客户开支计划。高通胀、高利率给企业特别是中小企业经营带来压力，部分下游客户仍在降本增效的周期。MDB与NOW的业绩会均表示…
- 报告来自哪个机构？何时发布？
- 来源机构：国信证券，篇幅约 30 页。
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