Фото: WANA (West Asia News Agency) via Reuters
另一方面，软件股的超卖现象也引发部分投资者关注抄底机会。一些机构认为，像微软这样的巨头仍有潜力在 AI 时代获益，但大多数中小型 SaaS 企业由于面临颠覆风险，其股价短期内波动幅度较大。市场分化明显，投资者需要区分 AI 领域的潜在赢家和输家。
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Update, February 27, 9PM ET: This story was updated twice after publish. First at 6PM ET to include a link to and quotes from Hegseth about the designation of Anthropic as a supply chain risk. Later, a quote from Anthropic was added, along with a link to the company’s blog post on the subject.