---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/40455979.md"
description: "AI 浪潮下，硬件和軟件是螺旋上升的"
datetime: "2026-05-06T05:25:55.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40455979.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40455979.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40455979.md)
author: "[lyhalfway](https://longbridge.com/zh-HK/profiles/3372973.md)"
---

# AI 浪潮下，硬件和軟件是螺旋上升的…


### 相關股票

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## 評論 (4)

- **其貌不扬的富婆 · 2026-05-06T11:59:08.000Z**: 踏空 ai 鏈的快破防了😭😭😭😭
- **半山外賣仔 · 2026-05-06T07:00:33.000Z**: 估計軟件在一兩家財報超預期之後也會迎來一波見底上漲
  - **爱做梦的敢想家** (2026-05-06T07:11:47.000Z): 我怎麼感覺在大週期的規律下，就是殺的軟件輕資產估值，熱錢都在流向重資產。被軟件的利空搞怕了，再也不敢玩軟件股票🌚
  - **半山外賣仔** (2026-05-06T08:07:08.000Z): 也不是，硬件飽和你得靠軟件賺錢，短期之內不會直接取代的