---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/40171906.md"
description: "SaaS 和高成长平台这波集体承压：Shopify 跌近 6%，电商 SaaS 估值本来就高，市场对增速放缓容忍度低；Arista Networks 跌近 3%，网络设备跟着 AI 基础设施整体情绪走；Celestica 跌超 2.5%，电子制造服务供应链压力在；惠普跌近 1.5%，PC 和打印机慢慢走；Oscar Health 几乎原地，医疗保险科技估值还在消化中😪"
datetime: "2026-04-24T11:02:25.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40171906.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40171906.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40171906.md)
author: "[忧郁小喷菇](https://longbridge.com/zh-CN/profiles/27514701.md)"
---

# SaaS 和高成长平台这波集体承压：Shopify 跌近 6%，电商 SaaS 估值本来就高，市场对…


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