勇敢小飞猪
02-11
这篇文章不错，转发给大家看看
@话题虎：
受益于AI进程的软件公司？！小摩给出博反弹list，有你看好的吗？
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":531604104197520,"tweetId":"531604104197520","gmtCreate":1770807048901,"gmtModify":1770807051336,"author":{"id":3520351954744518,"idStr":"3520351954744518","authorId":3520351954744518,"authorIdStr":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.17","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":165,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>这篇文章不错，转发给大家看看</body></html>","htmlText":"<html><head></head><body>这篇文章不错，转发给大家看看</body></html>","text":"这篇文章不错，转发给大家看看","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/531604104197520","repostId":531564037394472,"repostType":1,"repost":{"magic":2,"id":531564037394472,"tweetId":"531564037394472","gmtCreate":1770796711596,"gmtModify":1770819000113,"author":{"id":3502767768442965,"idStr":"3502767768442965","authorId":3502767768442965,"authorIdStr":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","vip":4,"userType":4,"introduction":"热点追踪小能手，为大家捕捉每日最热市场话题","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":37807,"starInvestorFlag":false},"themes":[{"themeId":"fb0b8a84b3ed43f49e4a9bb328a89463","categoryId":"954722eadb8644018a4a5056fc8176eb","name":"CPI数据低于预期！美股后市将如何演绎？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":fb0b8a84b3ed43f49e4a9bb328a89463}&rnconfig={\"headerBarHidden\": true}","description":"上周五，美国CPI缓和通胀担忧、提升降息预期，美元转跌，黄金重上5000美元关口，但科技巨头压制美股涨势，纳指四连跌，标普惊险止住三连跌、但仍创近三个月最大周跌幅。低于预期","image":"https://static.tigerbbs.com/8acef5151539d2ccaf851aabab65dd19"}],"images":[{"img":"https://static.tigerbbs.com/6893766f47d1b5c8a6aa28b55ef5023d","width":"1248","height":"543"},{"img":"https://static.tigerbbs.com/5c7fbf1384d231343156702056166143","width":"746","height":"762"}],"coverImages":[{"img":"https://static.tigerbbs.com/5c7fbf1384d231343156702056166143"}],"title":"受益于AI进程的软件公司？！小摩给出博反弹list，有你看好的吗？","extraTitle":"","html":"<html><head></head><body><p>继黄仁勋上周直接驳斥“AI将取代软件及相关工具”的言论后，摩根大通也加入了看多行列：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6893766f47d1b5c8a6aa28b55ef5023d\" tg-width=\"1248\" tg-height=\"543\"></p><p>小摩的观点包括：</p><ul style=\"\"><li><p>该板块已经跌至了去年4月来的低点，恐慌盘已经完全释放；</p></li><li><p></p></li></ul><p>“AI会替代传统软件”的担忧是被过度放大的，且也已经被计价（像一些比较耳熟能详的公司，eg. <a data-mention-id=\"PLTR\" class=\"teditor-mention\" data-mention-name=\"Palantir Technologies Inc.\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> , <a data-mention-id=\"SHOP\" class=\"teditor-mention\" data-mention-name=\"Shopify Inc\" href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a> , <a data-mention-id=\"ADBE\" class=\"teditor-mention\" data-mention-name=\"Adobe\" href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$</a> , <a data-mention-id=\"CRM\" class=\"teditor-mention\" data-mention-name=\"赛富时\" href=\"https://laohu8.com/S/CRM\">$赛富时(CRM)$</a>, <a data-mention-id=\"DDOG\" class=\"teditor-mention\" data-mention-name=\"Datadog\" href=\"https://laohu8.com/S/DDOG\">$Datadog(DDOG)$</a>等公司，较52周高点回撤幅度都有接近40%）；<span class=\"teditor-emoji\">[财迷]</span></p><ul style=\"\"><li><p>软件行业基本面依然稳健，Q4财报总体表现良好（分析师预计2026年软件行业的盈利增长率将达到16.8%）。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c7fbf1384d231343156702056166143\" tg-width=\"746\" tg-height=\"762\"></p><p>基于以上观点，小摩给出了一批软件行业名单，主旨就是要在恐慌中筛选出“不会被AI取代的软件公司”，具备反弹&避险属性-AI-Resilient Software Companies，总共列出了19只，包括企业通用软件&网络安全&数据与垂直行业软件三大领域：</p><p>首先是直接受益于AI发展的公司，eg. <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a data-mention-id=\"NOW\" class=\"teditor-mention\" data-mention-name=\"ServiceNow\" href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$</a> ，其次是AI高速发展中，会被极度关注的网络安全领域，eg. <a data-mention-id=\"PANW\" class=\"teditor-mention\" data-mention-name=\"Palo Alto Networks\" href=\"https://laohu8.com/S/PANW\">$Palo Alto Networks(PANW)$</a> <a data-mention-id=\"CRWD\" class=\"teditor-mention\" data-mention-name=\"CrowdStrike Holdings, Inc.\" href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>，还有就是AI离不开的数据基础设施，eg. <a data-mention-id=\"SNOW\" class=\"teditor-mention\" data-mention-name=\"Snowflake\" href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> <a data-mention-id=\"DDOG\" class=\"teditor-mention\" data-mention-name=\"Datadog\" href=\"https://laohu8.com/S/DDOG\">$Datadog(DDOG)$</a> 。</p><p></p><p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">比起硬件，近期反弹力度更大的，还是前期跌太多的软件板块，跌到这个地步，是否已经到了买入点？</span></strong></p><p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">各位小虎，小摩的这张list中，有你看好的吗？<span class=\"teditor-emoji\">[财迷]</span></span></strong></p><p><strong>评论区分享你的观点，一起赢取1000虎币奖励！</strong> <a data-mention-id=\"IGV\" class=\"teditor-mention\" data-mention-name=\"北美软件ETF-iShares\" href=\"https://laohu8.com/S/IGV\">$北美软件ETF-iShares(IGV)$</a></p></body></html>","htmlText":"<html><head></head><body><p>继黄仁勋上周直接驳斥“AI将取代软件及相关工具”的言论后，摩根大通也加入了看多行列：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6893766f47d1b5c8a6aa28b55ef5023d\" tg-width=\"1248\" tg-height=\"543\"></p><p>小摩的观点包括：</p><ul style=\"\"><li><p>该板块已经跌至了去年4月来的低点，恐慌盘已经完全释放；</p></li><li><p></p></li></ul><p>“AI会替代传统软件”的担忧是被过度放大的，且也已经被计价（像一些比较耳熟能详的公司，eg. <a data-mention-id=\"PLTR\" class=\"teditor-mention\" data-mention-name=\"Palantir Technologies Inc.\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> , <a data-mention-id=\"SHOP\" class=\"teditor-mention\" data-mention-name=\"Shopify Inc\" href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a> , <a data-mention-id=\"ADBE\" class=\"teditor-mention\" data-mention-name=\"Adobe\" href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$</a> , <a data-mention-id=\"CRM\" class=\"teditor-mention\" data-mention-name=\"赛富时\" href=\"https://laohu8.com/S/CRM\">$赛富时(CRM)$</a>, <a data-mention-id=\"DDOG\" class=\"teditor-mention\" data-mention-name=\"Datadog\" href=\"https://laohu8.com/S/DDOG\">$Datadog(DDOG)$</a>等公司，较52周高点回撤幅度都有接近40%）；<span class=\"teditor-emoji\">[财迷]</span></p><ul style=\"\"><li><p>软件行业基本面依然稳健，Q4财报总体表现良好（分析师预计2026年软件行业的盈利增长率将达到16.8%）。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c7fbf1384d231343156702056166143\" tg-width=\"746\" tg-height=\"762\"></p><p>基于以上观点，小摩给出了一批软件行业名单，主旨就是要在恐慌中筛选出“不会被AI取代的软件公司”，具备反弹&避险属性-AI-Resilient Software Companies，总共列出了19只，包括企业通用软件&网络安全&数据与垂直行业软件三大领域：</p><p>首先是直接受益于AI发展的公司，eg. <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a data-mention-id=\"NOW\" class=\"teditor-mention\" data-mention-name=\"ServiceNow\" href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$</a> ，其次是AI高速发展中，会被极度关注的网络安全领域，eg. <a data-mention-id=\"PANW\" class=\"teditor-mention\" data-mention-name=\"Palo Alto Networks\" href=\"https://laohu8.com/S/PANW\">$Palo Alto Networks(PANW)$</a> <a data-mention-id=\"CRWD\" class=\"teditor-mention\" data-mention-name=\"CrowdStrike Holdings, Inc.\" href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>，还有就是AI离不开的数据基础设施，eg. <a data-mention-id=\"SNOW\" class=\"teditor-mention\" data-mention-name=\"Snowflake\" href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> <a data-mention-id=\"DDOG\" class=\"teditor-mention\" data-mention-name=\"Datadog\" href=\"https://laohu8.com/S/DDOG\">$Datadog(DDOG)$</a> 。</p><p></p><p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">比起硬件，近期反弹力度更大的，还是前期跌太多的软件板块，跌到这个地步，是否已经到了买入点？</span></strong></p><p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">各位小虎，小摩的这张list中，有你看好的吗？<span class=\"teditor-emoji\">[财迷]</span></span></strong></p><p><strong>评论区分享你的观点，一起赢取1000虎币奖励！</strong> <a data-mention-id=\"IGV\" class=\"teditor-mention\" data-mention-name=\"北美软件ETF-iShares\" href=\"https://laohu8.com/S/IGV\">$北美软件ETF-iShares(IGV)$</a></p></body></html>","text":"继黄仁勋上周直接驳斥“AI将取代软件及相关工具”的言论后，摩根大通也加入了看多行列： 小摩的观点包括： 该板块已经跌至了去年4月来的低点，恐慌盘已经完全释放； “AI会替代传统软件”的担忧是被过度放大的，且也已经被计价（像一些比较耳熟能详的公司，eg. $Palantir Technologies Inc.(PLTR)$ , $Shopify Inc(SHOP)$ , $Adobe(ADBE)$ , $赛富时(CRM)$, $Datadog(DDOG)$等公司，较52周高点回撤幅度都有接近40%）；[财迷] 软件行业基本面依然稳健，Q4财报总体表现良好（分析师预计2026年软件行业的盈利增长率将达到16.8%）。 基于以上观点，小摩给出了一批软件行业名单，主旨就是要在恐慌中筛选出“不会被AI取代的软件公司”，具备反弹&避险属性-AI-Resilient Software Companies，总共列出了19只，包括企业通用软件&网络安全&数据与垂直行业软件三大领域： 首先是直接受益于AI发展的公司，eg. $微软(MSFT)$ $ServiceNow(NOW)$ ，其次是AI高速发展中，会被极度关注的网络安全领域，eg. $Palo Alto Networks(PANW)$ $CrowdStrike Holdings, Inc.(CRWD)$，还有就是AI离不开的数据基础设施，eg. $Snowflake(SNOW)$ $Datadog(DDOG)$ 。 比起硬件，近期反弹力度更大的，还是前期跌太多的软件板块，跌到这个地步，是否已经到了买入点？ 各位小虎，小摩的这张list中，有你看好的吗？[财迷] 评论区分享你的观点，一起赢取1000虎币奖励！ $北美软件ETF-iShares(IGV)$","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/531564037394472","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["SHOP","CRWD","SNOW","NOW","IGV","MSFT","DDOG","ADBE","PLTR","CRM","PANW"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":531564037394472,"totalAmount":1000,"balance":1000,"end":false,"deadline":1772596711596,"remainingNumber":100},"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1092,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":13,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/531604104197520"}
精彩评论