智通财经APP获悉,在人工智能快速发展的背景下,美股软件板块近期遭遇大幅抛售,但华尔街投行Wedbush并不认同市场的悲观定价。Wedbush在最新报告中指出,当前市场正在为软件行业“过度计入末日情景”,相关担忧明显被夸大,并点名Microsoft(MSFT.US)、Palantir Technologies(PLTR.US)、CrowdStrike(CRWD.US)、Snowflake(SNOW...
Source Link智通财经APP获悉,在人工智能快速发展的背景下,美股软件板块近期遭遇大幅抛售,但华尔街投行Wedbush并不认同市场的悲观定价。Wedbush在最新报告中指出,当前市场正在为软件行业“过度计入末日情景”,相关担忧明显被夸大,并点名Microsoft(MSFT.US)、Palantir Technologies(PLTR.US)、CrowdStrike(CRWD.US)、Snowflake(SNOW...
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