软件行业太惨了，相关_老虎社区_美港股上老虎 - 老虎社区

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价值投资为王
04-13

软件行业太惨了，相关ETF年内下跌30%，主要是市场担忧AI会替代部分软件功能，而AI赢家 $费城半导体指数(SOX)$ 涨超25%，软件股在这场AI革命中有没有被错杀？值得探讨，但很显然，如果是做投资，这个问题不值得浪费时间，因为我们只要找到能确定受益的行业或个股就够赚的了，寻找市场错杀的行业，没有极度深刻的认知，很容易犯错误！ $北美软件ETF-iShares(IGV)$ $赛富时(CRM)$ $微软(MSFT)$ $英伟达(NVDA)$

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。

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做时间朋友
·04-13
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微软和赛富时是被错杀的
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- 不做赔本交易:
  微软是被错杀的，但是赛富时没有
  04-18
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- 做时间朋友回复价值投资为王:
  是的，还有诺和诺德也是严重被错杀
  04-14
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- 价值投资为王:
  微软感觉值得关注了
  04-14
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