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📅 2026年04月10日
【04月10日美股早咖啡】今日美股市场两重天！标普500与纳斯达克指数创下“七连阳”佳绩，市场乐观情绪高涨。然而，AI巨浪正无情席卷软件板块，投资者担忧AI颠覆传统业务，导致软件股遭遇大规模抛售。
网络安全股如Cloudflare和CrowdStrike跌幅显著，Autodesk、ServiceNow等也未能幸免。古根海姆甚至建议投资者退出GitLab，因AI正“吞噬”其销售额。软件ETF IGV更是创下新低，过去一年跑输标普500约40%！即使是巨头微软，其19倍的未来收益估值也引人深思。AI究竟是吞噬软件巨头的黑洞，还是孕育新机会的温床？立即收听，洞悉AI时代的投资迷局！
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