这篇文章不错，转发给_老虎社区_美港股上老虎 - 老虎社区

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勇敢小飞猪
02-11

这篇文章不错，转发给大家看看

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？

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！ $北美软件ETF-iShares(IGV)$

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。

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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&amp;避险属性-AI-Resilient Software Companies，总共列出了19只，包括企业通用软件&amp;网络安全&amp;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&amp;避险属性-AI-Resilient Software Companies，总共列出了19只，包括企业通用软件&amp;网络安全&amp;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！ 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