---
title: "更多關於軟件市場恐慌與反彈的圖表"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/278540589.md"
description: "關於人工智能和軟件的辯論中的新數據點 軟件股票最近經歷了多年來最劇烈的回調之一，過去的回報率短暫達到 2010 年以來的極端水平，數千億美元的市場價值被抹去。以下是幾張圖表，突顯了近期的走勢、行業集中度、估值和信用風險。過去 100 個交易日的回報率"
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)
---

# 更多關於軟件市場恐慌與反彈的圖表

## **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**

### 相關股票

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

## 相關資訊與研究

- [對沖基金趁芯片股強勁反彈獲利了結，但維持人工智能整體佈局](https://longbridge.com/zh-HK/news/287218042.md)
- [美股高貴不貴 企業獲利支撐本益比 市值產業型美股 ETF 看俏](https://longbridge.com/zh-HK/news/286988455.md)
- [Anthropic 有望首次實現單季盈利 收入大幅成長](https://longbridge.com/zh-HK/news/287129663.md)
- [鈺立微獲 COMPUTEX 2026 BC Award 中小企業特別獎](https://longbridge.com/zh-HK/news/287163054.md)
- [Google I/O 登場！自家版龍蝦 Spark、Gemini 模型 Omini、3.5 Flash 正式亮相](https://longbridge.com/zh-HK/news/286974974.md)