全球科技：软件股抛售潮下，美元展现韧性-Global Markets Daily_ Tech Break_—Dollar Resilience Through the Software Sell-off

Global Markets Daily: Tech Break?—Dollar Resilience Through the Software Sell-off Tech Break?—Dollar Resilience Through the Software Sell-off We flagged in our 2026 Outlook that deeper concerns around potential US capital rates of return could lead to deeper Dollar downside than we expect. However, despite the software sell-off last week, the broad Dollar strengthened. This stands in contrast to the "Deepseek" sell-off last January, which was a clearer Dollar-negative event in real time with the Dollar sell ...