{"id":20314,"date":"2026-01-19T18:12:24","date_gmt":"2026-01-19T11:12:24","guid":{"rendered":"https:\/\/www.nanovest.io/blog\/?p=20314"},"modified":"2026-03-13T12:03:42","modified_gmt":"2026-03-13T05:03:42","slug":"saham-software-masih-tertekan-isu-ai-meski-valuasi-sudah-murah","status":"publish","type":"post","link":"https:\/\/www.nanovest.io/blog\/insights\/saham-software-masih-tertekan-isu-ai-meski-valuasi-sudah-murah-20314\/","title":{"rendered":"Saham Software Masih Tertekan Isu AI, Meski Valuasi Sudah Murah"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_86 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Daftar Isi <\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><ul class='ez-toc-list-level-2' ><li class='ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.nanovest.io/blog\/insights\/saham-software-masih-tertekan-isu-ai-meski-valuasi-sudah-murah-20314\/#Highlights\" >Highlights<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.nanovest.io/blog\/insights\/saham-software-masih-tertekan-isu-ai-meski-valuasi-sudah-murah-20314\/#Kenapa_AI_Jadi_Masalah_untuk_Saham_Software\" >Kenapa AI Jadi Masalah untuk Saham Software?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.nanovest.io/blog\/insights\/saham-software-masih-tertekan-isu-ai-meski-valuasi-sudah-murah-20314\/#Kinerja_Saham_Software_Memang_Sedang_Lemah\" >Kinerja Saham Software Memang Sedang Lemah<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.nanovest.io/blog\/insights\/saham-software-masih-tertekan-isu-ai-meski-valuasi-sudah-murah-20314\/#Tertinggal_Jauh_dari_Sektor_Teknologi_Lain\" >Tertinggal Jauh dari Sektor Teknologi Lain<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.nanovest.io/blog\/insights\/saham-software-masih-tertekan-isu-ai-meski-valuasi-sudah-murah-20314\/#Harganya_Sudah_Murah_Tapi_Kenapa_Belum_Naik\" >Harganya Sudah Murah, Tapi Kenapa Belum Naik?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.nanovest.io/blog\/insights\/saham-software-masih-tertekan-isu-ai-meski-valuasi-sudah-murah-20314\/#Key_Takeaway\" >Key Takeaway:<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.nanovest.io/blog\/insights\/saham-software-masih-tertekan-isu-ai-meski-valuasi-sudah-murah-20314\/#Saham_Software_Masih_Tertekan_Isu_AI_Meski_Valuasi_Sudah_Murah\" >Saham Software Masih Tertekan Isu AI, Meski Valuasi Sudah Murah<\/a><ul class='ez-toc-list-level-2' ><li class='ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.nanovest.io/blog\/insights\/saham-software-masih-tertekan-isu-ai-meski-valuasi-sudah-murah-20314\/#Highlights-2\" >Highlights<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.nanovest.io/blog\/insights\/saham-software-masih-tertekan-isu-ai-meski-valuasi-sudah-murah-20314\/#Kenapa_AI_Jadi_Masalah_untuk_Saham_Software-2\" >Kenapa AI Jadi Masalah untuk Saham Software?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.nanovest.io/blog\/insights\/saham-software-masih-tertekan-isu-ai-meski-valuasi-sudah-murah-20314\/#Kinerja_Saham_Software_Memang_Sedang_Lemah-2\" >Kinerja Saham Software Memang Sedang Lemah<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.nanovest.io/blog\/insights\/saham-software-masih-tertekan-isu-ai-meski-valuasi-sudah-murah-20314\/#Tertinggal_Jauh_dari_Sektor_Teknologi_Lain-2\" >Tertinggal Jauh dari Sektor Teknologi Lain<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.nanovest.io/blog\/insights\/saham-software-masih-tertekan-isu-ai-meski-valuasi-sudah-murah-20314\/#Harganya_Sudah_Murah_Tapi_Kenapa_Belum_Naik-2\" >Harganya Sudah Murah, Tapi Kenapa Belum Naik?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.nanovest.io/blog\/insights\/saham-software-masih-tertekan-isu-ai-meski-valuasi-sudah-murah-20314\/#Key_Takeaway-2\" >Key Takeaway:<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Highlights\"><\/span><b>Highlights<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Saham software terus turun di awal tahun ini<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">AI justru dianggap bisa <\/span><b>mengganggu<\/b><span style=\"font-weight: 400;\"> bisnis software lama<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Walau harganya sudah murah, investor <\/span><b>belum yakin kapan akan pulih<\/b>&nbsp;<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Harapan bahwa saham-saham software akan bangkit kembali ternyata belum terwujud. Justru sebaliknya, sektor ini kembali melemah karena muncul kekhawatiran baru soal <\/span><b>perkembangan AI yang sangat cepat<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Banyak investor mulai bertanya-tanya: &#8220;<\/span>Kalau AI bisa melakukan banyak hal sendiri, apakah software lama masih dibutuhkan?&#8221;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Kenapa_AI_Jadi_Masalah_untuk_Saham_Software\"><\/span><b>Kenapa AI Jadi Masalah untuk Saham Software?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">AI generatif adalah teknologi yang bisa <\/span><b>membuat teks, gambar, kode, dan analisis sendiri<\/b><span style=\"font-weight: 400;\">. Artinya, beberapa fungsi yang dulu hanya bisa dilakukan oleh software tertentu, sekarang bisa dikerjakan langsung oleh AI.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Kekhawatiran ini makin besar setelah rilis terbaru dari startup AI bernama <\/span><b>Anthropic<\/b><span style=\"font-weight: 400;\">. Investor takut produk AI seperti ini bisa <\/span><b>mengurangi nilai<\/b><span style=\"font-weight: 400;\"> software tradisional.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dampaknya langsung terasa di pasar:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Saham <\/span><b>Intuit<\/b><span style=\"font-weight: 400;\"><strong> ($INTU)<\/strong> turun tajam<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Adobe ($ADBE)<\/b><span style=\"font-weight: 400;\"> dan <\/span><b>Salesforce ($CRM)<\/b><span style=\"font-weight: 400;\"> juga turun lebih dari 10%<\/span>&nbsp;<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Kinerja_Saham_Software_Memang_Sedang_Lemah\"><\/span><b>Kinerja Saham Software Memang Sedang Lemah<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Indeks Morgan Stanley yang melacak perusahaan software berbasis langganan (sering disebut SaaS) sudah turun sekitar <\/span><b>15% sejak awal tahun<\/b><span style=\"font-weight: 400;\">. Ini menjadi awal tahun terburuk sejak 2022.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Investor mulai meragukan keunggulan utama bisnis software, yang selama ini dikenal karena:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">pendapatan rutin dari langganan<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">margin keuntungan yang tinggi<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Sekarang, semua itu terasa <\/span><b>kurang pasti<\/b><span style=\"font-weight: 400;\"> karena AI bisa mengubah cara orang memakai software.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Tertinggal_Jauh_dari_Sektor_Teknologi_Lain\"><\/span><b>Tertinggal Jauh dari Sektor Teknologi Lain<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Yang membuat investor makin ragu, saham software <\/span><b>tertinggal jauh<\/b><span style=\"font-weight: 400;\"> dibanding sektor teknologi lain. Saat indeks teknologi besar seperti Nasdaq 100 hampir mencetak rekor tertinggi, banyak saham software justru berada di <\/span><b>level terendah dalam beberapa tahun.<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Salah satu alasannya sederhana: Perusahaan software <\/span><b>belum bisa menunjukkan<\/b><span style=\"font-weight: 400;\"> bahwa AI benar-benar menaikkan pendapatan mereka.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sebaliknya:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Perusahaan chip<\/b><span style=\"font-weight: 400;\"> justru menikmati lonjakan permintaan<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Banyak uang besar dialirkan ke <\/span><b>infrastruktur AI<\/b><span style=\"font-weight: 400;\">, seperti server dan chip<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Karena itu, pasar saat ini lebih menyukai <\/span><b>pembuat \u201calat AI\u201d<\/b><span style=\"font-weight: 400;\">, bukan pengguna AI yang belum jelas hasilnya.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Harganya_Sudah_Murah_Tapi_Kenapa_Belum_Naik\"><\/span><b>Harganya Sudah Murah, Tapi Kenapa Belum Naik?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Secara valuasi (harga dibanding keuntungan), saham software sebenarnya sudah sangat murah.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Indeks software Morgan Stanley kini diperdagangkan di sekitar <\/span>18 kali laba ke depan<span style=\"font-weight: 400;\">.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">Artinya Investor membayar 18 rupiah untuk setiap 1 rupiah keuntungan yang diperkirakan tahun depan. Ini jauh lebih murah dibanding rata-rata historisnya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Beberapa analis melihat ini sebagai <\/span>peluang<span style=\"font-weight: 400;\">. Namun masalahnya, pasar masih bertanya:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">AI ini akan membantu atau justru merusak bisnis software?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Kapan AI benar-benar menghasilkan uang, bukan cuma cerita?<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Tanpa jawaban jelas, investor cenderung <\/span>menunggu.<\/p>\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Key_Takeaway\"><\/span><b>Key Takeaway:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Penurunan saham software sekarang bukan cuma karena pasar lagi \u201cjelek sementara\u201d, tapi karena banyak orang khawatir AI bisa mengubah cara bisnis software cari uang. Walau harganya terlihat murah, belum ada pemicu kuat dalam waktu dekat yang bisa membuat sahamnya cepat naik lagi, apalagi perusahaan software juga belum bisa membuktikan AI sudah benar-benar menambah pendapatan. Saat ini pasar lebih suka sektor yang sudah jelas kecipratan uang AI, seperti perusahaan chip. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Saham software masih bisa menarik untuk jangka menengah\u2013panjang, tapi lebih cocok untuk investor yang tahan naik-turun dan memilih perusahaan yang benar-benar bisa menunjukkan AI mereka menghasilkan duit.<\/span><\/p>\n<h1><span class=\"ez-toc-section\" id=\"Saham_Software_Masih_Tertekan_Isu_AI_Meski_Valuasi_Sudah_Murah\"><\/span><span style=\"font-weight: 400;\">Saham Software Masih Tertekan Isu AI, Meski Valuasi Sudah Murah<\/span><span class=\"ez-toc-section-end\"><\/span><\/h1>\n<h2><span class=\"ez-toc-section\" id=\"Highlights-2\"><\/span><b>Highlights<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Saham software terus turun di awal tahun ini<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">AI justru dianggap bisa <\/span><b>mengganggu<\/b><span style=\"font-weight: 400;\"> bisnis software lama<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Walau harganya sudah murah, investor <\/span><b>belum yakin kapan akan pulih<\/b>&nbsp;<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Harapan bahwa saham-saham software akan bangkit kembali ternyata belum terwujud. Justru sebaliknya, sektor ini kembali melemah karena muncul kekhawatiran baru soal <\/span><b>perkembangan AI yang sangat cepat<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Banyak investor mulai bertanya-tanya:<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">\u201cKalau AI bisa melakukan banyak hal sendiri, apakah software lama masih dibutuhkan?\u201d<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Kenapa_AI_Jadi_Masalah_untuk_Saham_Software-2\"><\/span><b>Kenapa AI Jadi Masalah untuk Saham Software?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">AI generatif adalah teknologi yang bisa <\/span><b>membuat teks, gambar, kode, dan analisis sendiri<\/b><span style=\"font-weight: 400;\">. Artinya, beberapa fungsi yang dulu hanya bisa dilakukan oleh software tertentu, sekarang bisa dikerjakan langsung oleh AI.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Kekhawatiran ini makin besar setelah rilis terbaru dari startup AI bernama <\/span><b>Anthropic<\/b><span style=\"font-weight: 400;\">. Investor takut produk AI seperti ini bisa <\/span><b>mengurangi nilai<\/b><span style=\"font-weight: 400;\"> software tradisional.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dampaknya langsung terasa di pasar:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Saham <\/span><b>Intuit<\/b><span style=\"font-weight: 400;\"> ($INTU) turun tajam<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Adobe ($ADBE)<\/b><span style=\"font-weight: 400;\"> dan <\/span><b>Salesforce ($CRM)<\/b><span style=\"font-weight: 400;\"> juga turun lebih dari 10%<\/span>&nbsp;<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Kinerja_Saham_Software_Memang_Sedang_Lemah-2\"><\/span><b>Kinerja Saham Software Memang Sedang Lemah<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Indeks Morgan Stanley yang melacak perusahaan software berbasis langganan (sering disebut SaaS) sudah turun sekitar <\/span><b>15% sejak awal tahun<\/b><span style=\"font-weight: 400;\">. Ini menjadi awal tahun terburuk sejak 2022.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Investor mulai meragukan keunggulan utama bisnis software, yang selama ini dikenal karena:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">pendapatan rutin dari langganan<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">margin keuntungan yang tinggi<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Sekarang, semua itu terasa <\/span><b>kurang pasti<\/b><span style=\"font-weight: 400;\"> karena AI bisa mengubah cara orang memakai software.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Tertinggal_Jauh_dari_Sektor_Teknologi_Lain-2\"><\/span><b>Tertinggal Jauh dari Sektor Teknologi Lain<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Yang membuat investor makin ragu, saham software <\/span><b>tertinggal jauh<\/b><span style=\"font-weight: 400;\"> dibanding sektor teknologi lain. Saat indeks teknologi besar seperti Nasdaq 100 hampir mencetak rekor tertinggi, banyak saham software justru berada di <\/span><b>level terendah dalam beberapa tahun.<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Salah satu alasannya sederhana: Perusahaan software <\/span><b>belum bisa menunjukkan<\/b><span style=\"font-weight: 400;\"> bahwa AI benar-benar menaikkan pendapatan mereka.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sebaliknya:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Perusahaan chip<\/b><span style=\"font-weight: 400;\"> justru menikmati lonjakan permintaan<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Banyak uang besar dialirkan ke <\/span><b>infrastruktur AI<\/b><span style=\"font-weight: 400;\">, seperti server dan chip<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Karena itu, pasar saat ini lebih menyukai <\/span><b>pembuat \u201calat AI\u201d<\/b><span style=\"font-weight: 400;\">, bukan pengguna AI yang belum jelas hasilnya.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Harganya_Sudah_Murah_Tapi_Kenapa_Belum_Naik-2\"><\/span><b>Harganya Sudah Murah, Tapi Kenapa Belum Naik?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Secara valuasi (harga dibanding keuntungan), saham software sebenarnya sudah sangat murah.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Indeks software Morgan Stanley kini diperdagangkan di sekitar <\/span><b>18 kali laba ke depan<\/b><span style=\"font-weight: 400;\">.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">Artinya Investor membayar 18 rupiah untuk setiap 1 rupiah keuntungan yang diperkirakan tahun depan. Ini jauh lebih murah dibanding rata-rata historisnya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Beberapa analis melihat ini sebagai <\/span><b>peluang<\/b><span style=\"font-weight: 400;\">. Namun masalahnya, pasar masih bertanya:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">AI ini akan membantu atau justru merusak bisnis software?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Kapan AI benar-benar menghasilkan uang, bukan cuma cerita?<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Tanpa jawaban jelas, investor cenderung <\/span><b>menunggu<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Key_Takeaway-2\"><\/span><b>Key Takeaway:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Penurunan saham software sekarang bukan cuma karena pasar lagi \u201cjelek sementara\u201d, tapi karena banyak orang khawatir AI bisa mengubah cara bisnis software cari uang. Walau harganya terlihat murah, belum ada pemicu kuat dalam waktu dekat yang bisa membuat sahamnya cepat naik lagi, apalagi perusahaan software juga belum bisa membuktikan AI sudah benar-benar menambah pendapatan. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Saat ini pasar lebih suka sektor yang sudah jelas kecipratan uang AI, seperti perusahaan chip. <\/span><span style=\"font-weight: 400;\">Saham software masih bisa menarik untuk jangka menengah\u2013panjang, tapi lebih cocok untuk investor yang tahan naik-turun dan memilih perusahaan yang benar-benar bisa menunjukkan AI mereka menghasilkan duit.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Source: <\/span><a href=\"https:\/\/seekingalpha.com\/news\/4540090-ai-fears-deepen-selloff-in-software-stocks-despite-bargain-valuations\"><span style=\"font-weight: 400;\">https:\/\/seekingalpha.com\/news\/4540090-ai-fears-deepen-selloff-in-software-stocks-despite-bargain-valuations<\/span><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Highlights Saham software terus turun di awal tahun ini AI justru dianggap bisa mengganggu bisnis software lama Walau harganya sudah murah, investor belum yakin kapan akan pulih&nbsp; Harapan bahwa saham-saham software akan bangkit kembali ternyata belum terwujud. Justru sebaliknya, sektor ini kembali melemah karena muncul kekhawatiran baru soal perkembangan AI yang sangat cepat. Banyak investor<\/p>\n","protected":false},"author":34,"featured_media":21300,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[513],"tags":[],"class_list":["post-20314","post","type-post","status-publish","format-standard","has-post-thumbnail","category-insights"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.0.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"Highlights Saham software terus turun di awal tahun ini AI justru dianggap bisa mengganggu bisnis software lama Walau harganya sudah murah, investor belum yakin kapan akan pulih Harapan bahwa saham-saham software akan bangkit kembali ternyata belum terwujud. Justru sebaliknya, sektor ini kembali melemah karena muncul kekhawatiran baru soal perkembangan AI yang sangat cepat. 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