$微软(MSFT)$_老虎社区_美港股上老虎

$微软(MSFT)$ 我最近跟不少人提过，当那些热门动量股估值过高时，大资金往往会转向微软这样的标的。

在半导体与AI芯片狂欢的同时，AI软件今日集体回吐：Palantir（PLTR）跌5.28%、ServiceNow跌6.04%，多只SaaS名字同步走弱。有分析直指PLTR当前$3690亿估值需要"史无前例的联邦市场份额"才撑得住，高估值担忧重新主导情绪。这更像资金从拥挤的软件板块再度轮动回硬件/半导体的迹象，而非基本面恶化。周一刚领涨、今天就被砸，AI软件这波回调，你会逢低捡，还是先躲进半导体？

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