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软件股抛售潮：新加坡私人财富对人工智能时代的技术投资愈发审慎

家族办公室和资产配置者正从通用软件转向拥有深厚数据护城河和结构性韧性的领域。

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Jean Low

Jean Low

Published Thu, Jun 11, 2026 · 07:00 AM
    • 包括新加坡家族办公室在内的高净值客户，正通过公开市场和股票基金，有选择性地投资于科技领域。
    • 包括新加坡家族办公室在内的高净值客户，正通过公开市场和股票基金，有选择性地投资于科技领域。 图片来源：《商业时报》资料图

    本文由AI辅助翻译

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    【新加坡】在生成式人工智能的快速发展驱动下，亚洲的家族办公室和高净值资产配置者正在积极重新评估其在公开和私募市场中的软件投资敞口。

    背景是市场日益担忧，传统的软件即服务（SaaS）模式正在失去其结构性护城河。

    市场波动加剧了这些担忧，iShares软件ETF因市场担心其被人工智能取代而在短短几周内暴跌30%，随后虽出现40%的不均衡反弹，但反弹势头此后已有所减弱，这突显了市场的焦虑情绪。

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