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Recently, the US software sector has seen a strong rebound. As of last Friday, the software sector ETF, $iShares Expanded Tech-Software Sector ETF (IGV.US)$, rose to its highest level since November 2025 and hit a new high for the year. In terms of individual stocks, software stocks such as $Palantir (PLTR.US)$,…
近期，美股軟件板塊迎來強勢反彈。 截至上週五，軟件行業ETF $擴展科技軟件行業ETF-iShares (IGV.US)$ 升至2025年11月以來最高水平，並刷新年內高位。 個股方面， $Palantir (PLTR.US)$ 、 $飛塔信息 (FTNT.US)$ 、 $Datadog (DDOG.US)$ 、 $Okta (OKTA.US)$ 等軟件股上周齊創新高，從年內升幅來看， $DigitalOcean (DOCN.US)$ 、 $Okta (OKTA.US)$ 、 $飛塔信息 (FTNT.US)$ 等更是錄得逾140%的升幅。 這輪反彈背後，市場對AI與軟件行業關係的看法正悄然轉變。 今年初，隨著AI…