研究机构LPL Research指出,股票市场资金正持续从软件板块流出,转而追捧半导体、硬件等AI受益更直接的板块,软件被视为AI时代的潜在被替代者,而不是最核心受益方。
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I'm not saying any of this through any sort of Apple-loving bias. I typically use a MacBook Pro for work, but I'm a Windows user at heart. Windows was my gateway to computing in the '90s, back when Macs were far more expensive than PCs. These days, I spend more time on my Windows desktop making podcasts, playing PC games and bumming around the internet than I do working on Macs.