全球软件 2026 年初步展望及重点标的-Global Software Initial thoughts for 2026 and our software names

on 20-Jan-2026 20 January 2026 Global Software Global Software: Initial thoughts for 2026 and our software names Mark L. Moerdler, Ph.D. +1 917 344 8506 mark.moerdler@bernsteinsg.com Firoz Valliji, CFA +1 917 344 8316 firoz.valliji@bernsteinsg.com Shelly Tang, CFA +1 917 344 8342 shelly.tang@bernsteinsg.com It is the beginning of 2026 and the world in general and software more specifically is quite different from what we saw in early 2025. Investor focus has shifted dramatically from macro concerns to the d ...