主题股票策略：AI 风险缓释后，寻找软件领域机遇-Thematic Equity Strategy Searching for Software Opportunities after AI De-Risking

09 Feb 2026 18:23:25 ET │ 12 pages Thematic Equity Strategy Searching for Software Opportunities after AI De-Risking CITI'S TAKE This report serves as an addendum to our latest US Equity Strategy report on the software selloff. Herein, we screen for fundamental opportunities within corrected software names where upward revisions have persisted, providing near-term fundamental support, even though markets have implicitly taken down terminal multiples below current valuations, better recognizing longer-run bu ...