视频会议软件巨头Zoom（ZM）周一盘前股价大跌7.17%，引发投资者关注。
分析人士认为，此次下跌可能与AI大厂的竞争压力有关。近期，包括腾讯、阿里、字节跳动等科技巨头纷纷推出AI"超级助手"产品，集成了多项功能，其中包括视频会议和协作工具。这种"功能叠叠乐"的趋势给Zoom等专注于单一功能的公司带来了巨大压力。
面对AI浪潮和大厂冲击，Zoom也开始调整战略。今年3月，Zoom发布了全平台AI Agent产品，试图从单一的视频会议工具转向"AI驱动的工作平台"。然而，市场似乎对Zoom能否在AI领域与科技巨头竞争存在疑虑。尽管Zoom在海外市场表现强劲，2024财年营收达46.65亿美元，但投资者担心其长期增长前景可能受到挑战。
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