今日盘中，金山软件（03888.HK）股价出现大幅下跌，跌幅达5.03%，引发市场关注。这一走势与当日其他AI概念股的普遍下跌趋势一致。
造成金山软件股价下跌的主要原因是市场对AI相关股票估值过高的担忧加剧。隔夜美国科技股出现抛售潮，进一步加剧了投资者的谨慎情绪。值得注意的是，著名投资者迈克尔·伯里（Michael Burry）近期大举做空英伟达（NVIDIA）和Palantir等AI相关股票，其看跌期权投资总额超过10亿美元，占其投资组合的80%。这一举动被视为对AI市场可能存在泡沫的警示。
尽管短期内AI概念股面临压力，但一些分析师仍对港股科技股的中长期前景持乐观态度。东吴证券在近期的研报中指出，虽然美国科技龙头股的表现会影响港股AI科技股的交易节奏，但从中长期来看，目前港股科技股的估值点位具有吸引力。该机构预计，随着科技龙头企业之间的竞争趋于缓和，明年第一季度港股的每股收益可能会出现边际回升。投资者在关注短期市场波动的同时，也应该权衡长期投资价值。
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