7月28日，美股SaaS板块普遍上涨， Paycom Software, Inc.涨超8%， Workday、 HubSpot涨超7%， Godaddy Inc.、 欧特克涨近7%， $SAP SE(SAP)、 Ringcentral Inc.、 Trade Desk Inc.涨超6%， 赛富时、 Adobe、 Docusign涨近6%。
消息面上，摩根士丹利发布研报指出，市场此前对软件行业的悲观预期已经较为充分，维持对软件板块的积极评级。报告列出微软、Palo Alto Networks、CrowdStrike、Cloudflare、Datadog、ServiceNow、Snowflake和Shopify等公司，作为AI时代重点关注的软件企业。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.