软件和硬件相比软件根_老虎社区_美港股上老虎

软件和硬件相比软件根本就不是一个重量级的，硬件有许多伟大的公司，软件行业人们熟悉的大市值的公司很少，因为软件行业更新换代的频率更快，软件的护城河更低

Anthropic直播活动中发布面向Claude Cowork智能体的10款全新AI插件工具。同时强调公司AI模型帮助企业实现增长，而非替代现有业务，软件板块大反弹。软件股近几个月来，受人工智能相关担忧的影响，股价大幅下跌。【不少机构给出“可能会迎来一波强劲反弹”的预测，大家看好软件行业进场机会吗？】

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RachelEuphemia
02-28
RachelEuphemia
软件护城河浅，硬件更靠谱。

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