当前AI产业趋势毋庸_老虎社区_美港股上老虎 - 老虎社区

当前AI产业趋势毋庸置疑，黄仁勋所言“基础设施建设”确有需求支撑。但现在已经过了普涨的阶段。市场进入“去伪求真”的剧烈分化期：业绩不及预期会遭严惩，缺乏核心壁垒的伪AI概念风险巨大。机遇仍在，但已是需要精确制导、承受高波动的专业游戏，而不是闭眼买入的历史级机会。

软件股大涨！甲骨文可以抄底吗？

隔夜美国软件股集体反弹，华尔街分析师集中发声驳斥人工智能将颠覆软件行业的“末日论”，称市场过度悲观。甲骨文等龙头股大幅反弹，科技巨头加码资本支出的承诺也提振了投资者信心。甲骨文股价一度飙升12%，创9月10日以来最大盘中涨幅，收涨近10%。D.A. Davidson分析师Gil Luria将该股评级从中性上调至买入，并直言"软件并未死亡"。【大家会抄底甲骨文吗？】

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。

精彩评论

ChristKitto
02-11
ChristKitto
分化期真磨人，选股得靠真本事。

发表看法

1

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":531364840269480,"tweetId":"531364840269480","gmtCreate":1770746860508,"gmtModify":1770746863443,"author":{"id":3554448349274857,"idStr":"3554448349274857","authorId":3554448349274857,"authorIdStr":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[{"themeId":"9bece2d15d50419c8457353bd4b2fa3a","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"软件股大涨！甲骨文可以抄底吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":9bece2d15d50419c8457353bd4b2fa3a}&rnconfig={\"headerBarHidden\": true}","description":"隔夜美国软件股集体反弹，华尔街分析师集中发声驳斥人工智能将颠覆软件行业的“末日论”，称市场过度悲观。甲骨文等龙头股大幅反弹，科技巨头加码资本支出的承诺也提振了投资者信心。甲骨文股价一度飙升12%，创9月10日以来最大盘中涨幅，收涨近10%。D.A. Davidson分析师Gil Luria将该股评级从中性上调至买入，并直言\"软件并未死亡\"。【大家会抄底甲骨文吗？】","image":"https://static.tigerbbs.com/15a8bbe4c944a9ee672c79fd5fce30ec"}],"images":[],"coverImages":[],"html":"<html><head></head><body>当前AI产业趋势毋庸置疑，黄仁勋所言“基础设施建设”确有需求支撑。但现在已经过了普涨的阶段。市场进入“去伪求真”的剧烈分化期：业绩不及预期会遭严惩，缺乏核心壁垒的伪AI概念风险巨大。机遇仍在，但已是需要精确制导、承受高波动的专业游戏，而不是闭眼买入的历史级机会。</body></html>","htmlText":"<html><head></head><body>当前AI产业趋势毋庸置疑，黄仁勋所言“基础设施建设”确有需求支撑。但现在已经过了普涨的阶段。市场进入“去伪求真”的剧烈分化期：业绩不及预期会遭严惩，缺乏核心壁垒的伪AI概念风险巨大。机遇仍在，但已是需要精确制导、承受高波动的专业游戏，而不是闭眼买入的历史级机会。</body></html>","text":"当前AI产业趋势毋庸置疑，黄仁勋所言“基础设施建设”确有需求支撑。但现在已经过了普涨的阶段。市场进入“去伪求真”的剧烈分化期：业绩不及预期会遭严惩，缺乏核心壁垒的伪AI概念风险巨大。机遇仍在，但已是需要精确制导、承受高波动的专业游戏，而不是闭眼买入的历史级机会。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/531364840269480","repostId":0,"isVote":1,"tweetType":1,"viewCount":387,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":244,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":531367022981992,"commentId":"531367022981992","gmtCreate":1770749251460,"gmtModify":1770789002826,"authorId":9000000000000652,"author":{"id":9000000000000652,"idStr":"9000000000000652","authorId":9000000000000652,"name":"ChristKitto","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":531364840269480,"objectIdStr":"531364840269480","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"分化期真磨人，选股得靠真本事。","text":"分化期真磨人，选股得靠真本事。","html":"分化期真磨人，选股得靠真本事。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/531364840269480"}