美股软件股逆势大涨摩根士丹利：估值降温、选股更关键

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【美股软件股逆势大涨摩根士丹利：估值降温、选股更关键】智通财经APP获悉，摩根士丹利最新发布北美软件行业估值报告，维持对北美软件行业的积极观点。不过，该行指出，在AI资本开支受益股重新占据市场主导地位之际，软件板块的投资逻辑仍存在较大争议。经过近期调整后，软件行业整体估值已经明显低于过去五年平均水平，但高增长、高估值公司的业绩门槛依然很高，真正能够凭借业绩兑现跨越这一门槛的公司仍然有限。

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美股软件股逆势大涨 摩根士丹利：估值降温、选股更关键

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美股软件股逆势大涨摩根士丹利：估值降温、选股更关键