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其实AI 只会让scicom走下坡,这样说吧,如果东西都可以automate了就是很多volume of transaction也是下降了,这就直接影响revenue,加上long term client也开始渐渐失去了,profit也砍一半了dividend也上不回了,长期真的要看路,不必要和自己的真金白银过不去
还是需要的,但是volume of transaction such as AR AP 很多都变automated所以volume of transaction就跌,revenue profit就跟着跌。
但是如果那些大公司move进去in house自己做end to end automation process的,那scicom将会永久失去这些revenue (qr里面提到some long term client decided to move inhouse),这就是现在market的趋势如果你有朋友在做工的都可以问问公司direction 是不是趋势automation, 尤其是大公司