现在指数还在四千点之_老虎社区_美港股上老虎

现在指数还在四千点之上，但两千多家公司的股价已跌破去年4月大盘三千点时的价格，很撕裂，这个数据综合来看，就是非常的夸张，说心里话还是有点气，看看隔壁小棒子小日子，又创了新高，差就是差在今年这半年，科技抱团拖累指数，当然涨幅巨大，不会说调整一下就结束的，还会有拉扯，祝大小朋友六一儿童节快乐！$步步高(002251)$ $合锻智能(603011)$ $特变电工(600089)$ $蓝思科技(300433)$ $银宝山新(002786)$

AI软件集体回吐，Palantir跌5%，Saas股票还能买吗？

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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