发布于: iPhone转发:2回复:2喜欢:1
Here are best software stocks to own - Morgan Stanley

Stories well able to protect EPS and FCF - $微软(MSFT)$ $Palo Alto网络(PANW)$ $ServiceNow(NOW)$ $WDAY (这四个我都挺喜欢的)

Best high-growth stories for investors with longer time horizons - $SNOW $DDOG $TOST $ZI $CRWD (这些就比较Risky了,而且估值较高)

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麦麸泡泡糖2023-07-26 02:18

真的跑不赢一点,软件股这8个月倍半导体碾压,喜新厌旧的投资人纷纷质疑软件股高估值,假AI。$半导体ETF-VanEck Vectors(SMH)$ $北美科技软件股指数ETF-iShares(IGV)$