美股：软件股再次暴跌，3倍做多半导体涨疯。【2026-04-23】

自2月份软件已死的板块结构性暴跌之后，今天这个板块再次重创！应用软件和软件基础设施板块跌幅5%左右。 $微软(MSFT)$ $IBM(IBM)$ $ServiceNow(NOW)$ $三倍做多半导体ETF-Direxion Daily(SOXL)$ $特斯拉(TSLA)$

声明：本人及团队不是Financial Advisor，本节目以过往历史视频均仅供信息参考，不构成投资建议。据本频道提供的信息买卖证券，风险自负，与本节目无关。本人节目中涉及的股票均不存在与任何第三方的利益相关联，但本人可能持有或将来可能买卖相关证券。谢谢您的支持！

OpenAI带崩AI链条！股价大跌，能否上车？

OpenAI未能完成内部业绩目标的报道，重燃市场对人工智能投资回报的疑虑，甲骨文跌4.1%，CoreWeave跌5.8%，两家公司均与OpenAI的云计算布局绑定。随后OpenAI表示其业务“运转良好”，企业业务和广告业务正在增长，但并未打消市场对AI增速的疑虑，【大家觉得CRWV和甲骨文等股是否被“错杀”？你会担心AI前景吗？】

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

CrystalRose
04-24
CrystalRose
软件股真是拉胯，半导体继续冲！
Winvest
04-24
Winvest
每天必看

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":556913553395808,"tweetId":"556913553395808","gmtCreate":1776998009638,"gmtModify":1776999667475,"author":{"id":3468322318173915,"idStr":"3468322318173915","authorId":3468322318173915,"authorIdStr":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":19799,"starInvestorFlag":false},"themes":[{"themeId":"0e901b844e694aab8873986a884287e8","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"OpenAI带崩AI链条！股价大跌，能否上车？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0e901b844e694aab8873986a884287e8}&rnconfig={\"headerBarHidden\": true}","description":"OpenAI未能完成内部业绩目标的报道，重燃市场对人工智能投资回报的疑虑，甲骨文跌4.1%，CoreWeave跌5.8%，两家公司均与OpenAI的云计算布局绑定。随后OpenAI表示其业务“运转良好”，企业业务和广告业务正在增长，但并未打消市场对AI增速的疑虑，【大家觉得CRWV和甲骨文等股是否被“错杀”？你会担心AI前景吗？】\n","image":"https://static.tigerbbs.com/b67f6288ba279600c2597293178c734b"}],"images":[],"coverImages":[],"title":"美股：软件股再次暴跌，3倍做多半导体涨疯。【2026-04-23】","extraTitle":"","html":"<html><head></head><body>自2月份软件已死的板块结构性暴跌之后，今天这个板块再次重创！应用软件和软件基础设施板块跌幅5%左右。 <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a data-mention-id=\"IBM\" class=\"teditor-mention\" data-mention-name=\"IBM\" href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> <a data-mention-id=\"NOW\" class=\"teditor-mention\" data-mention-name=\"ServiceNow\" href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$</a> <a data-mention-id=\"SOXL\" class=\"teditor-mention\" data-mention-name=\"三倍做多半导体ETF-Direxion Daily\" href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a> <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><video poster=\"https://static.tigerbbs.com/0c575639293ccd50ba54f92936913df0\" tg-width=\"640\" tg-height=\"360\" class=\"ql-video\" controls=\"true\" id=\"te-video-h1v95rocmocaoo53\" controlslist=\"nodownload\" playsinline=\"true\" webkit-playsinline=\"true\"><source src=\"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/127cbdfd5145403724030709648/u29dlAwfQioA.mp4\"></video>声明 ：本人及团队不是Financial Advisor，本节目以过往历史视频均仅供信息参考，不构成投资建议。据本频道提供的信息买卖证券，风险自负，与本节目无关。本人节目中涉及的股票均不存在与任何第三方的利益相关联，但本人可能持有或将来可能买卖相关证券。谢谢您的支持！</body></html>","htmlText":"<html><head></head><body>自2月份软件已死的板块结构性暴跌之后，今天这个板块再次重创！应用软件和软件基础设施板块跌幅5%左右。 <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a data-mention-id=\"IBM\" class=\"teditor-mention\" data-mention-name=\"IBM\" href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> <a data-mention-id=\"NOW\" class=\"teditor-mention\" data-mention-name=\"ServiceNow\" href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$</a> <a data-mention-id=\"SOXL\" class=\"teditor-mention\" data-mention-name=\"三倍做多半导体ETF-Direxion Daily\" href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a> <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><video poster=\"https://static.tigerbbs.com/0c575639293ccd50ba54f92936913df0\" tg-width=\"640\" tg-height=\"360\" class=\"ql-video\" controls=\"true\" id=\"te-video-h1v95rocmocaoo53\" controlslist=\"nodownload\" playsinline=\"true\" webkit-playsinline=\"true\"><source src=\"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/127cbdfd5145403724030709648/u29dlAwfQioA.mp4\"></video>声明 ：本人及团队不是Financial Advisor，本节目以过往历史视频均仅供信息参考，不构成投资建议。据本频道提供的信息买卖证券，风险自负，与本节目无关。本人节目中涉及的股票均不存在与任何第三方的利益相关联，但本人可能持有或将来可能买卖相关证券。谢谢您的支持！</body></html>","text":"自2月份软件已死的板块结构性暴跌之后，今天这个板块再次重创！应用软件和软件基础设施板块跌幅5%左右。 $微软(MSFT)$ $IBM(IBM)$ $ServiceNow(NOW)$ $三倍做多半导体ETF-Direxion Daily(SOXL)$ $特斯拉(TSLA)$ 声明 ：本人及团队不是Financial Advisor，本节目以过往历史视频均仅供信息参考，不构成投资建议。据本频道提供的信息买卖证券，风险自负，与本节目无关。本人节目中涉及的股票均不存在与任何第三方的利益相关联，但本人可能持有或将来可能买卖相关证券。谢谢您的支持！","highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":2,"repostSize":2,"favoriteSize":0,"link":"https://laohu8.com/post/556913553395808","repostId":0,"isVote":1,"tweetType":2,"object":{"id":"628ce038cb264b2c93c975a39a8b120f","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/127cbdfd5145403724030709648/u29dlAwfQioA.mp4","poster":"https://static.tigerbbs.com/6e9c755552949dde15a200885107b2e6","desc":""},"viewCount":17165,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SOXL","IBM","TSLA","NOW","MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":424,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":556935724990552,"commentId":"556935724990552","gmtCreate":1776999136726,"gmtModify":1777016133124,"authorId":9000000000000644,"author":{"id":9000000000000644,"idStr":"9000000000000644","authorId":9000000000000644,"name":"CrystalRose","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":556913553395808,"objectIdStr":"556913553395808","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"软件股真是拉胯，半导体继续冲！","text":"软件股真是拉胯，半导体继续冲！","html":"软件股真是拉胯，半导体继续冲！","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":557035845388144,"commentId":"557035845388144","gmtCreate":1777004245752,"gmtModify":1777004249779,"authorId":3542072429344869,"author":{"id":3542072429344869,"idStr":"3542072429344869","authorId":3542072429344869,"name":"Winvest","avatar":"https://static.tigerbbs.com/4a95e588ed8cc9b5e8acb83aa49d00db","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":556913553395808,"objectIdStr":"556913553395808","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"每天必看","text":"每天必看","html":"每天必看","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/556913553395808"}