2026-01-22 16:15:20

Recently, the pullback in software stocks has attracted market attention. While enthusiasm for AI continues to soar, some investors are dumping traditional software assets in large quantities. What is the underlying reason behind this?

Some analysts believe that this round of adjustments in the software industry is actually paving the way for a larger wave of mergers and acquisitions. When valuations decline and market sentiment cools, it is often the best time for capital deployment. Some keen investors and large tech companies have already started scouting for opportunities, planning to seize the moment at the lows.

From a broader perspective, this also reflects a shift in market expectations for AI from frenzy to rationality. Software companies without clear AI strategies are under pressure, while those with AI capabilities or acquired and integrated by large corporations may find new opportunities. This process of natural selection often leads to a surge in M&A transactions.

For investors paying attention to global capital movements, this signal is worth noting—when the traditional tech industry begins to shuffle, it often indicates a major change in capital allocation directions.

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MetaMaskVictim

· 4h ago

It's another story of a wave of mergers and acquisitions. Is it true or false? Bottom-fishing conference? I think it's a takeover conference. AI hasn't truly been implemented; it's just the old trick of hype first. Wait, will those software companies without AI strategies really die? That's a bit exaggerated. Entering at the low point sounds simple, but who knows where the low point is? If valuations can't be driven down, what merger and acquisition wave are we talking about? Is this a real reshuffle or just another round of cutting leeks?

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PerennialLeek

· 4h ago

The time to buy the dip has arrived, smart money has already been布局ed --- Another wave of mergers and acquisitions? Feels like every time is the same, can this time really succeed? --- Software companies without AI strategies should really be worried, the淘汰赛 has begun --- Wait, does this mean now is actually a good time to buy? --- Friends holding software stocks, you might need to wait a bit longer --- Capital reshuffling, retail investors losing money, I know this script too well haha --- Is having a clear AI strategy really that simple? I see that those big companies are still摸索ing --- Yes, in the software industry, survival of the fittest, the final winners are still those few top giants --- I just want to know if entering now is to抄底 or接盘 --- Could this wave of adjustment also be a套路 of the market makers to洗盘?

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BoredStaker

· 4h ago

It's time to cut the leeks again; buying in at a lower point always sounds so appealing. Honestly, it's just the AI concept being overhyped. Now they're dumping their bags, waiting to see who gets buried next. Without an AI strategy, you're doomed. Isn't this logic too extreme... Traditional software really has no future? Sharp instincts? It's just about having money to throw around. Small investors are just here to send warmth. Heard a lot about bottom-fishing at low points. So, whose low point is it this time?

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MevWhisperer

· 4h ago

The opportunity to buy the dip has arrived, it all depends on who can survive Another harvest feast? The story of big fish eating small fish No AI strategy = waiting to die, this is the harsh reality now Mergers and acquisitions wave? Sounds like capital is playing a new game of cutting leeks Are traditional software really outdated? Why can't I see through it? Investors losing money should start to wake up, right? The shuffle period is the easiest time to stumble, caution is the hard truth Feels like another big restructuring is coming, who do you think will benefit? Selling ≠ bearishness, these institutions just want cheap goods

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