美股异动丨资金从芯片股轮动至SaaS概念,Adobe、SAP涨超5%

格隆汇
Yesterday
市场抛售芯片股之际,资金轮动至此前大幅调整的SaaS概念股,Workday涨超7%,欧特克、Adobe、SAP、财捷均涨超5%,赛富时、The Trade Desk、DocuSign、ServiceNow均涨超4%,Shopify涨超3%,微软涨近2%。 消息面上,摩根士丹利研报指出,市场近期对软件产业的悲观看法已经过头,该行维持软件产业具吸引力评价,并点名微软、Palo Alto Networks、CrowdStrike、Cloudflare、Datadog、ServiceNow、Snowflake及Shopify为AI时代最具信心的超配标的。(格隆汇)

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