---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/38847087.md"
description: "For this logic, perhaps both the experience and the resonance it generates are more familiar to ⏰ people. Domestically, we have already entered this process of "disintermediation" during the internet era, and in a horizontal comparison, the depth and breadth of this disintermediation far surpass that of foreign counterparts. The weakness of physical stores is already a clichéd topic. Of course, there are many factors influencing this, but by observing this phenomenon, our investments should at least be able to learn something. For example, in a domestic market where "disintermediation" is faster and earlier, which specific sectors are still worth investing in and offer higher returns compared to other segments. If we assume that economies undergoing "disintermediation" will eventually become somewhat similar, then now is the time to look for opportunities waiting at the finish line."
datetime: "2026-02-24T03:11:17.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38847087.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38847087.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38847087.md)
author: "[SkylerHu](https://longbridge.com/zh-CN/profiles/12132469.md)"
---

> 支持的语言: [English](https://longbridge.com/en/topics/38847087.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38847087.md)


# For this logic, perhaps both the experience and th…


### 相关股票

- [iShares Expanded Tech Software Sector ETF (IGV.US)](https://longbridge.com/zh-CN/quote/IGV.US.md)
- [ServiceNow (NOW.US)](https://longbridge.com/zh-CN/quote/NOW.US.md)
- [Doordash (DASH.US)](https://longbridge.com/zh-CN/quote/DASH.US.md)
- [Palantir Tech (PLTR.US)](https://longbridge.com/zh-CN/quote/PLTR.US.md)
- [Microsoft (MSFT.US)](https://longbridge.com/zh-CN/quote/MSFT.US.md)