---
title: "$Unity Software(U.US) is actually a thought-provoking question now:1. The market hypes that applicat"
description: "$Unity Software(U.US) is actually a thought-provoking question now:1. The market hypes that application software will be killed by AI → down2. AI companies cause market concerns due to borrowing → dow"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/38700884.md"
published_at: "2026-02-12T15:51:03.000Z"
author: "[自嘲熊的交易员](https://longbridge.com/en/profiles/20314741)"
---

# $Unity Software(U.US) is actually a thought-provoking question now:1. The market hypes that applicat

$Unity Software(U.US) is actually a thought-provoking question now:

1\. The market hypes that application software will be killed by AI → down

2\. AI companies cause market concerns due to borrowing → down

3\. High bank interest rates cause market concerns → down

4\. Storage reveals 2028 orders, attracting market attention → up

I'm starting to find it interesting again. So, who's footing the bill for storage? Are the transaction orders prepaid? Why are AI companies borrowing? Is this any different from speculating in real estate back in the day? 🐻

### Related Stocks

- [U.US - Unity Software](https://longbridge.com/en/quote/U.US.md)

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
