两次恐慌的相似之处还有不少，比如都有分析师认为市场反应过度。Anthropic CEO阿莫戴伊去年1月29日称DeepSeek之后的市场反应“令人费解”。上次被舆论赶着发言的黄仁勋这次也主动评论，针对软件股的抛售是“世界上最不合逻辑的事情”。

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