美股异动|IT预算增长预期强劲,应用软件股普涨,Adobe涨超4%

格隆汇
Aug 18
应用软件股普涨,多邻国涨超6%,财捷、Figma涨超5%,Adobe、HubSpot涨超4%,欧特克、赛富时涨超3%,优步、SAP涨超2%。 消息面上,伯恩斯坦此前发布的年中首席信息官(CIO)调查结果显示,2026年IT预算增长预期依然强劲,增幅与2025年相近。该行指出,网络安全、生成式AI应用及平台软件仍是CIO们最优先考虑的三大投资方向,增量支出主要集中在超大规模云服务商之间。(格隆汇)

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