直观来看，美股软件板块整体已进入技术性熊市，许多头部企业软件公司股价均承受超过20%的跌幅，直至如今，市场整体对软件股仍有下跌空间的预期。市场对软件股尤其是SaaS、企业软件普遍存在悲观情绪：既希望企业重生冲出原有桎梏，也担心AI冲击企业软件本身。
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I've also removed the M1 MacBook Air as our budget pick because it's been out of stock at Walmart for several weeks. (If you need a cheap-ish MacBook, finding the M4 MacBook Air on sale is going to be your best bet.) The good news is that Apple is rumored to be launching a new low-cost MacBook very soon — see below.