EPISODE · Nov 5, 2025 · 5 MIN
摩根士丹利：软件板块迎来“反转预期”
from 左兜进右兜
今天我们来看摩根士丹利刚发布的一份研究报告—— 《Software New Stack 3Q25 Preview: Are the Beats and Raises Finally Here?》英文原文75页。报告的主题很明确：在AI炒作退潮后，传统软件行业是否迎来真正的复苏？本期内容：主播左兜儿幕后制作右兜如需获得更多及时研报、英文原文，欢迎加入我的星球研报圈子《左兜进右兜/美股研报》量化模型交易信号，模型交易实时日志，欢迎加入的的Discord社区，微信咨询：Right_pocket090在小宇宙查看该单集文稿
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摩根士丹利：软件板块迎来“反转预期”
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