AI Unlikely to Replace Software Vendors -- Market Talk

WSJFeb 10 04:44 ET

Guotai Haitong: The AI battle is on the verge of breaking out, and it is recommended to focus on sectors that stand to benefit from new scenarios and ecosystems.

The competition for AI traffic entry points has intensified recently, and it is recommended to focus on sectors that benefit from new scenarios and ecosystems.

Zhitong FinanceFeb 8 17:40 ET

AI 'Devouring' the Software Industry? Analysts: Market Overreacting, Prime Opportunity to Buy the Dip Has Arrived

①Morningstar analysts recently stated that concerns surrounding the software industry have been excessively magnified, and this wave of disorderly sell-offs presents an excellent opportunity to buy at a lower price; ②He specifically highlighted two stocks that have suffered significant declines in share prices, stating that they possess "substantial upside potential": Microsoft and the U.S. cloud software company ServiceNow.

cls.cnFeb 7 21:39 ET

A surge in bad loans within the U.S. software industry is triggering a 'software-private equity' death spiral.

Data compiled by Bloomberg shows that over the past four weeks, more than $17.7 billion in loans to technology companies have fallen to distressed levels, with the total scale of distressed debt in the U.S. technology sector surging to approximately $46.9 billion, reaching the highest level since October 2022. The impact of this crisis has spread to private credit markets, which are currently experiencing two major shocks: the collapse of the lending logic for software companies and the waning attractiveness of private credit. As equity valuations for software companies plummet, private credit providers may tighten lending conditions, creating a 'software-PE' death spiral.

wallstreetcnFeb 4 19:49 ET

Yuanbao Inc. (NASDAQ:YB) Screens Well But There Might Be A Catch

Simply Wall StJan 28 09:55 ET

The new 'Yi Zhongtian' has arrived! The GEO concept is booming. Is AI investment shifting towards application value?

① Guosheng Securities believes that AI-powered search is gradually altering users' decision-making pathways, thereby giving rise to the GEO sector; ② According to statistics from QuestMobile last month, DouBao leads the native AI market with 155 million weekly active users.

cls.cnJan 11 22:33 ET