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Outperforming 99% of Peers: Fund Warns Few Software Companies Will Survive the AI Wave
9 hour ago /
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Author：小编
Before the sharp decline in software stocks, Nick Evans, a fund manager at Polar Capital, profited through a selling strategy. He cautions potential bargain hunters that most stocks remain risky, with few software companies able to weather the storm. Evans states that application software is facing an existential threat from artificial intelligence. The $12 billion global technology fund he manages has outperformed most of its peers over the past year and five years.
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