软件股崩完后，下一个轮到谁？AI 正在摧毁这 4 类股票，持有这些股票请立刻警惕！普通散户如何应对这场 AI 降维打击？

美股早班车 • February 5, 2026

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🔔 订阅美股早班车，先人一步，看见财富！ AI 正在从“提升效率的工具”，变成直接替代工作的生产力。当 Anthropic 的新一代 AI 模型 Claude能自动审合同、写代码、做合规时，市场第一次认真问了一个问题：如果 AI 能直接干活，我们还需要这么多软件吗？这期视频将系统拆解：为什么软件股这次不是情绪杀跌 AI 正在摧毁哪些传统商业模式哪些板块可能成为下一个被重估、被清算的对象普通投资者现在最该警惕的风险在哪里这不是唱空 AI，而是看清 AI 真正赚钱、真正伤人的地方。最近有观众问能不能加我的个人联系方式。真的非常感谢大家的信任和喜爱，不过，为了能把更多精力留给内容创作，我暂时还不会开放私信或个人联系方式，大家可以在视频底下留言，我看到都会一一回复，也可以加入会员专属问答区，每一个问题我都会认真用心解答，这样也更系统。【免责声明】视频内容仅代表个人观点，不构成任何投资建议。市场有风险，投资需谨慎。 #AI #美股 #软件股 #SaaS #Anthropic #Claude

软件股崩完后，下一个轮到谁？AI 正在摧毁这 4 类股票，持有这些股票请立刻警惕！普通散户如何应对这场 AI 降维打击？

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