--- title: "自 2010 年以來軟件股票遭遇最大規模的做空,高盛表示 “今天無處可藏”" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/275849459.md" description: "在週末,我們報道了上週創下了歷史上單隻股票空頭頭寸最大的記錄。儘管週五和本週初出現了一些激烈的回補,但現在看來反彈只是一次 “死貓反彈”,摩根士丹利報告稱,昨天空頭頭寸再次激增,尤其是在軟件/SaaS 股票中" datetime: "2026-02-13T04:27:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/275849459.md) - [en](https://longbridge.com/en/news/275849459.md) - [zh-HK](https://longbridge.com/zh-HK/news/275849459.md) --- # 自 2010 年以來軟件股票遭遇最大規模的做空,高盛表示 “今天無處可藏” Over the weekend, we reported that last week saw the biggest shorting of single-name stocks in history.And while Friday and early this week there was some furious covering, it now appears that the rebound was a dead cat bounce, with Morgan Stanley reporting that yesterday saw another explosion in shorting, especially in Software/SaaS stocks. ### 相關股票 - [WCLD.US](https://longbridge.com/zh-HK/quote/WCLD.US.md) - [FCLD.US](https://longbridge.com/zh-HK/quote/FCLD.US.md) - [XSW.US](https://longbridge.com/zh-HK/quote/XSW.US.md) - [IGV.US](https://longbridge.com/zh-HK/quote/IGV.US.md) - [CLOU.US](https://longbridge.com/zh-HK/quote/CLOU.US.md) - [SKYY.US](https://longbridge.com/zh-HK/quote/SKYY.US.md) ## 相關資訊與研究 - [鈺立微獲 COMPUTEX 2026 BC Award 中小企業特別獎](https://longbridge.com/zh-HK/news/287163054.md) - [即將公佈的軟體財報不太可能帶動 SaaS 板塊整體重新估值:摩根士丹利](https://longbridge.com/zh-HK/news/287096187.md) - [Intuit(INTU-US) 揭露 AI 時代新 SaaS 模式:從賣軟體轉向 AI+真人專家服務](https://longbridge.com/zh-HK/news/287135002.md) - [SaaS 已死,SaaS 永生:Agent 時代,有頭與無頭 SaaS 的終極進化](https://longbridge.com/zh-HK/news/286722219.md) - [用户規模突破 30 億!谷歌加速 AI 生態整合 搜尋引擎 25 年最大改版 今年砸 1900 億美元拚 AI 基建](https://longbridge.com/zh-HK/news/287107971.md)