Software roared back last quarter. Cramer says these stocks can keep climbing Software stocks bounced back from their AI-driven sell-off, while chip stocks cooled after a massive first-half run.
源站原文 ↗Software roared back last quarter. Cramer says these stocks can keep climbing Software stocks bounced back from their AI-driven sell-off, while chip stocks cooled after a massive first-half run.
源站原文 ↗软件股从AI驱动的抛售中反弹，而芯片股在上半年大幅上涨后有所降温。
CNBC的Jim Cramer称，企业软件股的反弹是第三季度股市的主线。IGV软件ETF季度上涨17%，而SOXX半导体ETF下跌11%。Salesforce涨46%，微软涨37%，Workday和Veeva分别涨55%和60%，CrowdStrike涨39%。康宁跌近40%，卡特彼勒跌24%。Cramer担忧美联储继续加息对市场的影响。
以上为 AI 摘要;完整原文请经由源站链接查阅。