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 16:10

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！ $微软(MSFT)$ $甲骨文(ORCL)$ $赛富时(CRM)$ $ServiceNow(NOW)$

Anthropic提振市场情绪！软件板块抄底时机？

Anthropic直播活动中发布面向Claude Cowork智能体的10款全新AI插件工具。同时强调公司AI模型帮助企业实现增长，而非替代现有业务，软件板块大反弹。软件股近几个月来，受人工智能相关担忧的影响，股价大幅下跌。【不少机构给出“可能会迎来一波强劲反弹”的预测，大家看好软件行业进场机会吗？】

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1000虎币截止至03/20 12:10

发起者将在悬赏结束前选出最佳恢复并分配虎币

精彩评论

大碗888
07:01
大碗888
当前科技发展越来越迅速电子产品更新换代越来越快，硬件与软件相比软件更容易被颠覆被超越护城河更低
春天风云
06:55
春天风云
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。
梦想快实现
06:46
梦想快实现
人工智能本身就是一种软件一种程序，但人工智能发展速度很快许多工作可以可以用它来替代，因此软件行业护城河更低，投资首选硬件
追梦999
06:04
追梦999
人工智能本身就是一种软件一种程序，但人工智能发展速度很快许多工作可以可以用它来替代，因此软件行业护城河更低，投资首选硬件
明日阳光888
05:58
明日阳光888
当前科技发展越来越迅速电子产品更新换代越来越快，硬件与软件相比软件更容易被颠覆被超越护城河更低
小小虎AAA
05:52
小小虎AAA
软件和硬件相比软件根本就不是一个重量级的，硬件有许多伟大的公司，软件行业人们熟悉的大市值的公司很少，因为软件行业更新换代的频率更快，软件的护城河更低

发表看法

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