“软件股末日”论调席卷华尔街之际 “AI重塑软件盈利”的增长叙事悄然扩散

智通财经
Feb 05

有关全球股票市场的“软件股末日”(Software-mageddon)这一悲观叙事论调,正在滚雪球般发酵。如今,包括华尔街大型机构投资者们在内的全球投资者正在激烈争论是否到了该对这些近期遭重创的软件类股票重新发起看涨呼吁的时候。从近日全球大型软件股资金流走势来看,一部分机构类资金开始入场抄底式“逢低布局”这些近期经历暴跌甚至股价几乎腰斩的软件股,并且他们赞同黄仁勋对于软件股的积极看法——即市场错杀...

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