目前来看，没有错杀。_老虎社区_美港股上老虎 - 老虎社区

目前来看，没有错杀。持股的话只能继续等待。
传统SaaS公司（软件公司）之所以能获得高估值，本质是因为其“高毛利+高续费率+可预测增长”，但当AI开始降低软件使用门槛、甚至直接替代软件功能时，这种可预测性正在被削弱，估值体系自然面临重构。
在Al不断进化的情况下，软件公司需要证明盈利的持续性，还有不会被Al颠覆 [正经]

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？】

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WayneEvans
04-25
WayneEvans
说得在理，SaaS高估值逻辑确实松动了

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