杰富瑞发表报告,建议投资者维持软件类股的减持比例,因增长动能减缓且落后于半导体等其他产业。该行认为2026年将是人工智能逐步实现商业化的又一年,需更显著的增长贡献与加速表现才能缓解市场对AI去中介化的担忧,因此投资策略需更具选择性。该行首选股方面,巨型股为微软、META;大型股为Intuit、Atlassian Corporation、甲骨文;中型股为Procore、Unity、Wix.com;...
Source Link杰富瑞发表报告,建议投资者维持软件类股的减持比例,因增长动能减缓且落后于半导体等其他产业。该行认为2026年将是人工智能逐步实现商业化的又一年,需更显著的增长贡献与加速表现才能缓解市场对AI去中介化的担忧,因此投资策略需更具选择性。该行首选股方面,巨型股为微软、META;大型股为Intuit、Atlassian Corporation、甲骨文;中型股为Procore、Unity、Wix.com;...
Source LinkDisclaimer: 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.