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Agentic AI时代，软件价值远超硬件！云计算+网安+应用全面扩散，大概率是牛市第二阶段的开启。

IBM今日重挫25.21%，Benzinga点名其领跌整个软件板块，成为当日市场最大焦点。在银行财报显示经济强劲、大盘走高的背景下，IBM却逆势崩跌，凸显软件股估值承压与资金轮出。如此剧烈的单日回撤实属罕见，是基本面生变还是被错杀？后续需警惕对软件板块的传导风险。

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