---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40455979.md"
description: "Under the AI wave, hardware and software are spiraling upward."
datetime: "2026-05-06T05:25:55.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40455979.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40455979.md)
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author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

# Under the AI wave, hardware and software are spira…


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## Comments (4)

- **其貌不扬的富婆 · 2026-05-06T11:59:08.000Z**: Those who missed out on the AI chain are about to break down 😭😭😭😭
- **半山外賣仔 · 2026-05-06T07:00:33.000Z**: It is estimated that the software sector will also experience a wave of bottoming out and rising after one or two financial reports exceed expectations.
  - **爱做梦的敢想家** (2026-05-06T07:11:47.000Z): Why do I feel that under the law of the long-term cycle, it's the valuation of software and light assets that's being slaughtered, while hot money is flowing into heavy assets. Scared by the negative 
  - **半山外賣仔** (2026-05-06T08:07:08.000Z): Not exactly. When hardware reaches saturation, you have to rely on software to make money. It won't be directly replaced in the short term.