---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/40171906.md"
description: "SaaS 和高成長平台這波集體承壓：Shopify 跌近 6%，電商 SaaS 估值本來就高，市場對增速放緩容忍度低；Arista Networks 跌近 3%，網絡設備跟着 AI 基礎設施整體情緒走；Celestica 跌超 2.5%，電子製造服務供應鏈壓力在；惠普跌近 1.5%，PC 和打印機慢慢走；Oscar Health 幾乎原地，醫療保險科技估值還在消化中😪"
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-HK/profiles/27514701.md)"
---

# SaaS 和高成長平台這波集體承壓：Shopify 跌近 6%，電商 SaaS 估值本來就高，市場對…


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