【AI牛市叙事进入第二幕! Token利润猛增之下软件主题迎来“反攻时刻” 这两只软件股率先冲锋】AI算力基础设施以及AI大模型相关主题已成为全球科技行业的决定性投资主题，占据了该行业大量资金关注点，同时在过去几年帮助全球股票市场实现强劲的盈利增长态势。与此同时，建设进程如火如荼的AI数据中心以及在庞大数据中心基础上频繁更新迭代的前沿AI技术也正在全方位改变自互联网时代开启以来多轮牛市的主导势力——软件行业。
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