高盛:美国软件与IT服务类股反弹行情有望持续
Ge Long Hui A P P·2026-02-26 14:36

Core Insights - Goldman Sachs' brokerage division reports that despite hedge funds reaching a historical high in short positions against the software and IT services sector, a recent rebound is expected to continue [1] - The S&P 500 Software and Services Index has dropped over 18% year-to-date, resulting in a market capitalization loss exceeding $1.2 trillion [1] - The index constituents experienced a rebound this week, with an increase of over 4%, indicating potential for sustained upward momentum [1]

高盛:美国软件与IT服务类股反弹行情有望持续 - Reportify