---
title: "更多关于软件市场恐慌与反弹的图表"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/278540589.md"
description: "关于人工智能和软件的辩论中的新数据点 软件股票最近经历了多年来最剧烈的回调之一，过去的回报率短暂达到 2010 年以来的极端水平，数千亿美元的市场价值被抹去。以下是几张图表，突显了近期的走势、行业集中度、估值和信用风险。过去 100 个交易日的回报率"
datetime: "2026-03-10T10:57:19.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/278540589.md)
  - [en](https://longbridge.com/en/news/278540589.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/278540589.md)
---

# 更多关于软件市场恐慌与反弹的图表

## **New data points in the debate over AI and software**

Software stocks have just experienced one of their sharpest drawdowns in years, with trailing returns briefly hitting a post-2010 extreme and hundreds of billions in market value erased. Below are several charts highlighting the recent move, sector concentration, valuations, and credit exposure.

## **Trailing 100 trading day return**

### 相关股票

- [XDAT.US](https://longbridge.com/zh-CN/quote/XDAT.US.md)
- [ARKK.US](https://longbridge.com/zh-CN/quote/ARKK.US.md)
- [IGV.US](https://longbridge.com/zh-CN/quote/IGV.US.md)
- [RSPT.US](https://longbridge.com/zh-CN/quote/RSPT.US.md)
- [QCLR.US](https://longbridge.com/zh-CN/quote/QCLR.US.md)
- [ONEQ.US](https://longbridge.com/zh-CN/quote/ONEQ.US.md)
- [XSW.US](https://longbridge.com/zh-CN/quote/XSW.US.md)
- [CLOU.US](https://longbridge.com/zh-CN/quote/CLOU.US.md)
- [QQXT.US](https://longbridge.com/zh-CN/quote/QQXT.US.md)
- [QQQM.US](https://longbridge.com/zh-CN/quote/QQQM.US.md)
- [XLK.US](https://longbridge.com/zh-CN/quote/XLK.US.md)
- [IXN.US](https://longbridge.com/zh-CN/quote/IXN.US.md)
- [QQQ.US](https://longbridge.com/zh-CN/quote/QQQ.US.md)
- [VGT.US](https://longbridge.com/zh-CN/quote/VGT.US.md)
- [SQQQ.US](https://longbridge.com/zh-CN/quote/SQQQ.US.md)
- [ARTY.US](https://longbridge.com/zh-CN/quote/ARTY.US.md)

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