---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38913305.md"
description: "Regarding whether the market is being held hostage by sentiment: In the short term, definitely yes. AI panic + macroeconomic data fluctuations make capital prone to seeking safe havens. However, in the long run, AI's enhancement of productivity is a real trend. It's just that the market has now overhyped the "expectations," making it prone to stampedes at the slightest disturbance.Investment ranking (personal view):  1️⃣ Hardware (NVDA): Currently AI's "shovel seller," with the most certain performance. As long as capital expenditure continues, demand exists. But valuation is high, volatility is significant, suitable for swing trading or dollar-cost averaging.  2️⃣ Cloud computing (MSFT): Has both the hardware foundation (Azure) and the application layer (Office Copilot), with a wide moat and stronger resilience against downturns, suitable for stable allocation.3️⃣ Software (CRM): Faces the greatest impact from AI. If it fails to transform successfully, it's easily disrupted, hence ranked last. But a significant drop may present a rebound opportunity."
datetime: "2026-02-26T13:35:06.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38913305.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38913305.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38913305.md)
author: "[God Luck](https://longbridge.com/en/profiles/13855497.md)"
---

# Regarding whether the market is being held hostage…


### Related Stocks

- [CRM.US](https://longbridge.com/en/quote/CRM.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [002245.CN](https://longbridge.com/en/quote/002245.CN.md)