---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/38816879.md"
description: "It looks like AI has killed the software stocks. Could this just be an excuse for a pullback? Of course, it's still far from being fully sold off."
datetime: "2026-02-21T11:22:09.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38816879.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38816879.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38816879.md)
author: "[FakePhoenix](https://longbridge.com/zh-HK/profiles/23648307.md)"
---

> 支持的語言: [English](https://longbridge.com/en/topics/38816879.md) | [简体中文](https://longbridge.com/zh-CN/topics/38816879.md)


# It looks like AI has killed the software stocks. C…


### 相關股票

- [Palo Alto Networks (PANW.US)](https://longbridge.com/zh-HK/quote/PANW.US.md)
- [Zscaler (ZS.US)](https://longbridge.com/zh-HK/quote/ZS.US.md)
- [CrowdStrike (CRWD.US)](https://longbridge.com/zh-HK/quote/CRWD.US.md)
- [CloudFlare (NET.US)](https://longbridge.com/zh-HK/quote/NET.US.md)

## 評論 (11)

- **风风 · 2026-02-21T14:01:47.000Z**: Is PLTR considered wrongly sold off?
  - **FakePhoenix** (2026-02-21T14:10:28.000Z): That definitely doesn't count. Normal tech stock P/E is 25-35.
  - **FakePhoenix** (2026-02-21T14:11:35.000Z): pltr can't double its orders every quarter either, so at most the PE could double to 70. Look at the current PE of 199...
  - **风风** (2026-02-21T14:11:58.000Z): His PE has always been a mystery. But military-industrial orders are supporting him.
- **FakePhoenix · 2026-02-21T11:22:56.000Z · 👍 2**: These loss-making stocks rising to this level are essentially mispricing products of a bull market.