看不起的软件 今晚业绩都很好

Core Viewpoint - The market has largely written off the software sector, especially after Morgan Stanley's prediction of "AI killing software," leading to a 7-month decline in software stocks. However, recent earnings reports from several companies have exceeded expectations, indicating a potential turning point in market sentiment [1]. Group 1: Company Performance - Kingsoft Office, Dameng, Deepin Technology, and Nankai have all reported better-than-expected earnings, suggesting a recovery in the sector that has been largely ignored by the market for a long time [1]. - The military information technology sector is also showing positive performance, contributing to the overall optimism in the software industry [1]. Group 2: Market Sentiment - Public fund holdings in the computer sector are currently below 2%, reflecting a lack of confidence and interest from investors [1]. - The recent positive earnings reports may signal a shift in market expectations, indicating that the sector could be on the verge of a turnaround [1].