# software sector
Latest news and articles about software sector
Total: 2 articles found
CITIC Flags AI 'Sentiment Shock' in China’s Software Stocks — Data-Rich Specialists Seen as Long-Term Winners
CITIC Securities warns that AI large models have sparked a sentiment-driven adjustment in China’s software application sector, but identifies a clear pattern: companies with industry expertise and proprietary data are best placed to benefit from the AI Agent era. The note advises focusing on model developers, enterprise and vertical Agent software, and AI infrastructure, while cautioning that headline‑led market moves may not reflect long‑term fundamentals.
Markets at a Crossroads: AI Frenzy, Fed Timing and the Gold–Silver Litmus Test
Markets are exhibiting high-speed, narrative-driven volatility driven by conflicting signals from labor and inflation data and the AI debate. Next week's US Q4 GDP release and the performance of software stocks—and the divergence between gold and silver—will be pivotal in determining whether the recent sell-off ends or resumes.