换言之，在所有充满不确定性的AI淘金路上，卖硬件是那条已被验证能最快筛出金沙的河床。
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The numbers tell the story. ChatGPT reached 100 million users faster than any consumer application in history, hitting that milestone in just two months after launch. By early 2025, ChatGPT alone processes over 10 million queries daily through its web browsing feature. Perplexity has grown to millions of daily users who rely on it as their primary search tool. Google has responded by launching AI Mode, available in over 180 countries, which provides AI-generated answers above traditional search results.
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。