另一方面,软件股的超卖现象也引发部分投资者关注抄底机会。一些机构认为,像微软这样的巨头仍有潜力在 AI 时代获益,但大多数中小型 SaaS 企业由于面临颠覆风险,其股价短期内波动幅度较大。市场分化明显,投资者需要区分 AI 领域的潜在赢家和输家。
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短期來看,最高指揮部的混亂使得任何重大的軍事升級都成為風險更高的提議;指揮鏈的中斷和高層領導的不穩定,增加了針對台灣嘗試複雜行動的成本;