策略师称，对人工智能颠覆的担忧为美国软件股带来买入机会

路透中文

Feb 11

摩根大通认为优质软件股有反弹潜力

摩根士丹利强调情绪驱动的估值失调

散户投资者不顾人工智能担忧买入软件股

Saqib Iqbal Ahmed

路透纽约2月10日 - 摩根大通（JP Morgan）的策略师表示，最近几天，由于担心人工智能的进步会扰乱该行业，软件股 (link) 严重回调，这为投资者提供了在优质股票中布局反弹的机会。

"由杜布拉夫科-拉科斯-布雅斯（Dubravko Lakos-Bujas）领导的摩根大通策略师周二在一份报告中表示："市场正在对最坏情况下的人工智能颠覆情景进行定价，而这些情景在未来三到六个月内不太可能实现。

"策略师们写道："考虑到仓位已出清、对人工智能颠覆软件的过度看空以及稳固的基本面，我们认为风险平衡越来越倾向于反弹，尤其是在优质软件领域。"

上周，全球市场 (link) 受到冲击，此前人工智能开发商Anthropic (link) 为其Claude Cowork代理推出了插件，这再次引发了人们对快速发展的人工智能系统可能侵蚀传统软件公司核心业务的担忧，导致标准普尔500软件和服务指数.SPLRCIS在截至周四的六个交易日中下跌高达17%。自周四以来，该指数已反弹约7%。

虽然不排除软件股进一步走软的可能性，但策略师们建议 "投资者增持一篮子质量较高、人工智能弹性较强的软件公司"。

这一揽子股票包括微软MSFT.O、Palo Alto NetworksPANW.O、ServiceNowNOW.N、CrowdStrike HoldingsCRWD.O和DatadogDDOG.O，它们是在最近的大跌中受到冲击最严重的一些股票。

另外，摩根士丹利（Morgan Stanley）的策略师也表示，他们认为该领域存在有吸引力的机会，并提到了几个驱动因素，包括强劲的营收预期、盈利修正的改善以及超大型科技公司可以从美元走弱中获益。

"摩根士丹利全球研究总监凯蒂-休伯蒂（Katy Huberty）在一份说明中说："我们认为，美国软件业估值的失调是情绪驱动的，而非基本面因素。"

与此同时，散户投资者 (link) 在上周软件和科技股大幅下挫后抢购软件和科技股，在很大程度上抛开了担忧情绪。

(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)

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摩根大通（JP Morgan）的策略师表示，最近几天，由于担心人工智能的进步会扰乱该行业，软件股 (link) 严重回调，这为投资者提供了在优质股票中布局反弹的机会。\"由杜布拉夫科-拉科斯-布雅斯（Dubravko Lakos-Bujas）领导的摩根大通策略师周二在一份报告中表示：\"市场正在对最坏情况下的人工智能颠覆情景进行定价，而这些情景在未来三到六个月内不太可能实现。\"策略师们写道：\"考虑到仓位已出清、对人工智能颠覆软件的过度看空以及稳固的基本面，我们认为风险平衡越来越倾向于反弹，尤其是在优质软件领域。\"上周，全球市场 (link) 受到冲击，此前人工智能开发商Anthropic (link) 为其Claude Cowork代理推出了插件，这再次引发了人们对快速发展的人工智能系统可能侵蚀传统软件公司核心业务的担忧，导致标准普尔500软件和服务指数.SPLRCIS在截至周四的六个交易日中下跌高达17%。自周四以来，该指数已反弹约7%。虽然不排除软件股进一步走软的可能性，但策略师们建议 \"投资者增持一篮子质量较高、人工智能弹性较强的软件公司\"。 这一揽子股票包括<a href=\"https://laohu8.com/S/MSFT\">微软</a>MSFT.O、<a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>PANW.O、<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>NOW.N、<a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a> HoldingsCRWD.O和<a href=\"https://laohu8.com/S/DDOG\">Datadog</a>DDOG.O，它们是在最近的大跌中受到冲击最严重的一些股票。另外，摩根士丹利（<a href=\"https://laohu8.com/S/MSPQL\">Morgan Stanley</a>）的策略师也表示，他们认为该领域存在有吸引力的机会，并提到了几个驱动因素，包括强劲的营收预期、盈利修正的改善以及超大型科技公司可以从美元走弱中获益。 \"摩根士丹利全球研究总监凯蒂-休伯蒂（Katy Huberty）在一份说明中说：\"我们认为，美国软件业估值的失调是情绪驱动的，而非基本面因素。\"与此同时，散户投资者 (link) 在上周软件和科技股大幅下挫后抢购软件和科技股，在很大程度上抛开了担忧情绪。(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)</body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>策略师称，对人工智能颠覆的担忧为美国软件股带来买入机会</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n策略师称，对人工智能颠覆的担忧为美国软件股带来买入机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1098195322\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n路透中文 \n2026-02-11 01:34\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>策略师称，对人工智能颠覆的担忧为美国软件股带来买入机会</title></head><body><div><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>认为优质软件股有反弹潜力<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>强调情绪驱动的估值失调散户投资者不顾人工智能担忧买入软件股</div>Saqib Iqbal Ahmed\n路透纽约2月10日 - 摩根大通（JP Morgan）的策略师表示，最近几天，由于担心人工智能的进步会扰乱该行业，软件股 (link) 严重回调，这为投资者提供了在优质股票中布局反弹的机会。\"由杜布拉夫科-拉科斯-布雅斯（Dubravko Lakos-Bujas）领导的摩根大通策略师周二在一份报告中表示：\"市场正在对最坏情况下的人工智能颠覆情景进行定价，而这些情景在未来三到六个月内不太可能实现。\"策略师们写道：\"考虑到仓位已出清、对人工智能颠覆软件的过度看空以及稳固的基本面，我们认为风险平衡越来越倾向于反弹，尤其是在优质软件领域。\"上周，全球市场 (link) 受到冲击，此前人工智能开发商Anthropic (link) 为其Claude Cowork代理推出了插件，这再次引发了人们对快速发展的人工智能系统可能侵蚀传统软件公司核心业务的担忧，导致标准普尔500软件和服务指数.SPLRCIS在截至周四的六个交易日中下跌高达17%。自周四以来，该指数已反弹约7%。虽然不排除软件股进一步走软的可能性，但策略师们建议 \"投资者增持一篮子质量较高、人工智能弹性较强的软件公司\"。 这一揽子股票包括<a href=\"https://laohu8.com/S/MSFT\">微软</a>MSFT.O、<a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>PANW.O、<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>NOW.N、<a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a> HoldingsCRWD.O和<a href=\"https://laohu8.com/S/DDOG\">Datadog</a>DDOG.O，它们是在最近的大跌中受到冲击最严重的一些股票。另外，摩根士丹利（<a href=\"https://laohu8.com/S/MSPQL\">Morgan Stanley</a>）的策略师也表示，他们认为该领域存在有吸引力的机会，并提到了几个驱动因素，包括强劲的营收预期、盈利修正的改善以及超大型科技公司可以从美元走弱中获益。 \"摩根士丹利全球研究总监凯蒂-休伯蒂（Katy Huberty）在一份说明中说：\"我们认为，美国软件业估值的失调是情绪驱动的，而非基本面因素。\"与此同时，散户投资者 (link) 在上周软件和科技股大幅下挫后抢购软件和科技股，在很大程度上抛开了担忧情绪。(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0960925559.SGD","symbol_name":"Schroder ISF Global Multi-Asset Income A Acc SGD","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260210:nL4S3Z625P:1","article_id":"2610627008","we_media_id":"1098195322","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610627008","pubTimestamp":1770744859,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"路透中文","introduction":"路透中文","home_visible":1,"id":"1098195322","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"策略师称，对人工智能颠覆的担忧为美国软件股带来买入机会摩根大通认为优质软件股有反弹潜力摩根士丹利强调情绪驱动的估值失调散户投资者不顾人工智能担忧买入软件股Saqib Iqbal Ahmed. 路透纽约2月10日 - 摩根大通的策略师表示，最近几天，由于担心人工智能的进步会扰乱该行业，软件股 严重回调，这为投资者提供了在优质股票中布局反弹的机会。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0960925559.SGD":"Schroder ISF Global Multi-Asset Income A Acc SGD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0879622024.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD-H","BK4588":"碎股","BK4550":"红杉资本持仓","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1169590202.USD":"ALLSPRING (LUX) U.S. SELECT EQUITY \"I\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1732799900.SGD":"JPMorgan Investment Funds - 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摩根大通（JP Morgan）的策略师表示，最近几天，由于担心人工智能的进步会扰乱该行业，软件股 (link) 严重回调，这为投资者提供了在优质股票中布局反弹的机会。\"由杜布拉夫科-拉科斯-布雅斯（Dubravko Lakos-Bujas）领导的摩根大通策略师周二在一份报告中表示：\"市场正在对最坏情况下的人工智能颠覆情景进行定价，而这些情景在未来三到六个月内不太可能实现。\"策略师们写道：\"考虑到仓位已出清、对人工智能颠覆软件的过度看空以及稳固的基本面，我们认为风险平衡越来越倾向于反弹，尤其是在优质软件领域。\"上周，全球市场 (link) 受到冲击，此前人工智能开发商Anthropic (link) 为其Claude Cowork代理推出了插件，这再次引发了人们对快速发展的人工智能系统可能侵蚀传统软件公司核心业务的担忧，导致标准普尔500软件和服务指数.SPLRCIS在截至周四的六个交易日中下跌高达17%。自周四以来，该指数已反弹约7%。虽然不排除软件股进一步走软的可能性，但策略师们建议 \"投资者增持一篮子质量较高、人工智能弹性较强的软件公司\"。 这一揽子股票包括微软MSFT.O、Palo Alto NetworksPANW.O、ServiceNowNOW.N、CrowdStrike HoldingsCRWD.O和DatadogDDOG.O，它们是在最近的大跌中受到冲击最严重的一些股票。另外，摩根士丹利（Morgan Stanley）的策略师也表示，他们认为该领域存在有吸引力的机会，并提到了几个驱动因素，包括强劲的营收预期、盈利修正的改善以及超大型科技公司可以从美元走弱中获益。 \"摩根士丹利全球研究总监凯蒂-休伯蒂（Katy Huberty）在一份说明中说：\"我们认为，美国软件业估值的失调是情绪驱动的，而非基本面因素。\"与此同时，散户投资者 (link) 在上周软件和科技股大幅下挫后抢购软件和科技股，在很大程度上抛开了担忧情绪。(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":true,"code":"91000000","status":"200"}}}