软件股大跌,是耐心持有还是逢低买入?

华尔街见闻
Feb 06

瑞银指出,软件股大跌反映了AI颠覆与增长放缓的结构性困境。当前不宜盲目抄底,建议避开受AI直接冲击的通用SaaS,转而关注需求更稳、估值合理的基础设施与网络安全板块(如微软、Snowflake),进行选择性布局。软件板块正经历一场惨烈的抛售,这不仅仅是市场情绪的波动,而是一场关于行业终局的深度重估。据追风交易台,瑞银在2月4日发布的重磅研报中指出:投资者现在不应急于“接飞刀”,而应保持耐心。核心...

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