US software stocks scale fresh 2026 highs as AI disruption worries fade随着人工智能颠覆性影响的担忧消退，美国软件股再创新高，有望在2026年创下新高。
Oct 6 (Reuters) - US software stocks are touching fresh 2026 highs, supported by a sharp rise in earnings expectations, which according to several analysts indicate that fears over AI-led disruption in the sector were largely overstated.
A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., September 16, 2026. REUTERS/Jeenah Moon
Oct 6 (Reuters) - US software stocks are touching fresh 2026 highs, supported by a sharp rise in earnings expectations, which according to several analysts indicate that fears over AI-led disruption in the sector were largely overstated.
The S&P 500 software and services index rose 1.3% on Tuesday to its highest levels since November 2025, after posting its biggest quarterly jump in July-September since the second quarter of 2020.
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2026年9月16日，一名交易员在美国纽约市纽约证券交易所（NYSE）交易大厅工作。路透社/Jeenah Moon
10 月 6 日（路透社）——受盈利预期大幅上升的支撑，美国软件股触及 2026 年新高。多位分析师表示，盈利预期上升表明，此前对人工智能颠覆该行业的担忧很大程度上被夸大了。
周二，标普500软件和服务指数上涨1.3%，达到自2025年11月以来的最高水平，此前该指数在7月至9月期间录得自2020年第二季度以来的最大季度涨幅。
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