---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/40583585.md"
description: "资金都被半导体吸干了，软件和半导体成跷跷板两端了。"
datetime: "2026-05-08T17:11:13.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40583585.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40583585.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40583585.md)
author: "[浮盈不是赢](https://longbridge.com/zh-CN/profiles/13294302.md)"
---

# 资金都被半导体吸干了，软件和半导体成跷跷板两端了。…


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## 评论 (1)

- **浮盈不是赢 · 2026-06-02T16:04:40.000Z**: 无脑拉半导体的垃圾行情