黄仁勋力挺软件行业！IGV数日连涨，会是筑底信号吗？

小虎AV

02-27

悬赏1000虎币

当地时间2月25日，黄仁勋接受采访，对于“软件股承压”表达了自己的观点：

“大家误判了AI对软件股的影响，不管是Synopsys、ServiceNow，存在即合理。AI能代表我们去使用这些工具，提升生产力，而不是去替代它们（是要替代人类）。现在的大跌只是市场判断失误。”

$北美软件ETF-iShares(IGV)$ 自去年10月的峰值，已经跌近30%，近三日的连续反弹，会是筑底信号吗？你同意黄仁勋的看法吗？

评论区分享你的看法，一起赢取虎币奖励！ $微软(MSFT)$ $甲骨文(ORCL)$ $赛富时(CRM)$ $ServiceNow(NOW)$

存储转向软件？IGV有上车机会吗？

半导体板块上周五大跌，SMH创下自三月以来最糟糕单日表现，本周一存储芯片股继续拖累大盘，软件股继续走高，Salesforce涨超3%。【大家觉得半导体板块是否会继续追赶其他版块下跌趋势？软件股有机会延续涨势吗？】

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。

悬赏已结束

570虎币已分给19位参与者,剩余430虎币已退还至发起者

截止至03/20 12:10

精彩评论

effortless
02-27
effortless
赢得30虎币
IGV近三日反弹是反弹，不是筑底确认，更像超跌反弹+空头回补。我同意黄仁勋的核心逻辑：AI是软件的赋能者而非取代者，但短期情绪与估值修复仍需时间。
一路走来cd
02-27
一路走来cd
赢得30虎币
不是所有软件都会被替代，会有部分软件被赋能，抓紧机会选择，择机建仓
satan1999
02-27
satan1999
赢得30虎币
软件被错杀，有修复机会
天空的星星
02-27
天空的星星
赢得30虎币
说会被替代的都在默默加仓
花香满楼
02-27
花香满楼
赢得30虎币
差不多了，行业不起很差，恐慌很快散去
虎升威
02-27
虎升威
赢得30虎币
看好黄皮衣的看法，因为科技大佬的眼光比常人看的更透彻

发表看法

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