春天风云
02-28 06:55
IGV近三日反弹是反弹，不是筑底确认，更像超跌反弹+空头回补。我同意黄仁勋的核心逻辑：AI是软件的赋能者而非取代者，但短期情绪与估值修复仍需时间。
Anthropic提振市场情绪！软件板块抄底时机？
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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SidneyMike
02-28 07:24
SidneyMike
短期情绪不稳，AI逻辑认同但需等。
什么也没有了～
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