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Software Stocks Are on Fire - and the Party Can Keep on Going This Year
CITIC SEC: DeepSeek, currently an investment catalyst in the AI Industry Chain.
CITIC SEC: Bullish on the growth of domestic computing power demand, the continuous expansion of AI+ application scenarios, and the ongoing increase in the popularity of edge AI and other related investment opportunities.
Soaring by 36%! Many AI Application software stocks have their performance and stock prices flying together. Which stocks are worth looking forward to?
Since the beginning of this year, the trend of Application software has been strong, with several companies reporting better-than-expected latest quarterly results, leading to significant stock price increases after the earnings announcements. Among them, Doximity, Palantir, Applovin, and Cloudflare saw their stock prices surge approximately 36%, 24%, 24%, and 18% on the first day after the report, and have increased by about 46%, 56%, 46%, and 64% year-to-date.
Morgan Stanley Maintains Snowflake(SNOW.US) With Hold Rating, Maintains Target Price $190
Snowflake Rises 22% Year to Date: Buy, Sell or Hold the Stock?
LaunchDarkly Announces Snowflake Native App for Data Warehouse Native Experimentation and Product Analytics