Total Assets
Rate Of ReturnThe analysis is particularly good, very rational. It gives a deeper understanding of the value and impact of AI.
软件股泥沙俱下带来的结构性错估机会堪比关税战
市场真正的恐慌，往往不是慢慢发生的，而是某一天突然 “集体踩踏”。很多人还记得，2025 年 4 月那轮关税升级带来的冲击。外部贸易环境骤然恶化，资金快速撤离成长板块，纳斯达克一度被砸到 15000 点附近，几乎是阶段性的系统性低点。当时的下跌逻辑很简单——不是公司基本面突然崩溃，而是宏观不确定性被一次性放大，估值被整体打折。一年不到，类似的一幕再次出现在软件板块。只不过这一次，不是关税...
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