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JPMorgan strategists say concerns over AI's disruptive potential are overblown, software stocks poised for rebound
9 hour ago /
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Author：小编
The team of JPMorgan strategists led by Dubravko Lakos-Bujas believes that software stocks will rebound from their historic decline, noting that market expectations for AI to disrupt the software industry in the near term are unrealistic. The team advises investors to increase their allocations to high-quality, AI-resistant software stocks. They point out that the clearance of positions, excessive pessimism in the market regarding the prospects of AI disrupting the software industry, and the robust fundamentals of the software sector are shifting the risk balance towards a rebound. Recently, software stocks have been broadly hit by concerns over the impact of AI tools on traditional software-as-a-service businesses.
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