已收盤 02-06 16:00:00 美东时间
+17.850
+5.47%
Snowflake (SNOW), MongoDB (MDB), Datadog (DDOG), and JFrog (FROG) are likely to be among the first enterprise software stocks to rebound after the “SaaSpocalypse” ends, Bank of America said. Snowflake...
02-06 22:07
一部分机构类资金开始入场抄底式“逢低布局”这些近期经历暴跌甚至股价几乎腰斩的软件股,并且他们赞同黄仁勋对于软件股的积极看法——即市场错杀了那些聚焦“AI+核心操作流程”且基本面强劲的软件巨头。
02-06 16:36
The enterprise software sector has experienced extreme volatility due to continued concerns over artificial intelligence disruption, and Truist Securities noted that companies with seat-based business...
02-06 00:45
“软件末日”(Software-mageddon)让投资者一边捡便宜一边保持警惕。随着“软件股末日”悲观论调席卷华尔街,Anthropic掀起AI“应用层入侵”,软件板块一周蒸发8000亿美元。然而,关于SaaS以及整个软件领域的盈利曲线重估下半场开启?
02-05 18:40
Goldman Sachs projects AI capital expenditure from major tech companies will surge 65% this year, significantly outpacing the consensus estimate of 40% growth. Brook Dane, co-head of public tech inves...
02-05 02:44
上周,科技巨头的财报后股价表现显著分化,随着华尔街寻求人工智能投资回报的明确信号以判定市场领头羊,清晰的赢家与落后者已然浮现。
02-02 08:53
专题:聚焦美股2025年第四季度财报 周四盘前交易时段,软件公司股价普遍走低,此前微软和SAP均公布了财报。 微软下跌7%,SAP下跌...
01-29 20:38
Tariffs, credit, and software pressure EU Retaliation Tariffs EU retaliation ta...
01-21 04:22
Dan Ives expects strong tech earnings, led by Big Tech, and underappreciated $3T AI spending over 3 years. 3 AI stocks levered to this...
01-16 21:47