行情直击07-02
7月2日，Figma盘中上涨5.28%，报20.4595美元/股，成交额4911.21万美元。消息面上，应用软件板块延续近期估值修复行情，同行业个股中Strategy涨9.39%、Circle Internet Corp.涨8.5%、Palantir涨3.87%。此前，市场因OpenAI财务困境可能推迟IPO的消息，重新评估AI对传统软件企业的冲击程度。RBC资本市场分析师指出，企业用AI全面替代现有软件解决方案的说法不切实际，最悲观的时刻或许已经过去，带动软件板块整体反弹延续。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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