J P M O R G A N North America Equity Research 13 August 2026 Software Industry Thoughts and Rank Order: AI Disruption Concerns Present Compelling Opportunities in Relation to Both Growth and Inexpensive Valuation In this report, we are outlining some of the key themes we believe are most relevant for investors in Software and AI infrastructure companies in our coverage, as well as our updated thoughts on the rank order within the coverage companies. With AI-led disruption being top-of-mind for investors wit ...

核心观点 - 微软、Palantir、Twilio和Snowflake等软件巨头近期突破买入点，而Datadog则触发卖出信号，这些股票均来自计算机软件-企业行业组，该组在IBD追踪的142个行业组中排名第9 [2] 行业表现 - 计算机软件-企业行业组在IBD追踪的142个行业组中排名第9，历史上表现出色的股票多来自该组 [2] 个股动态 - 道琼斯软件巨头微软（MSFT）近期突破买入点 [2] - Palantir Technologies（PLTR）近期突破买入点 [2] - Twilio（TWLO）近期突破买入点 [2] - Snowflake（SNOW）近期突破买入点 [2] - Datadog（DDOG）本月早些时候暴跌，触发两个卖出信号 [2] - Twilio因财报大涨25%，触及高点 [4] - Palantir本周上涨39%，领跑27只股票进入最佳股票名单 [4]

会议开场与嘉宾介绍 - 该会议是Canaccord Genuity主办的第46届年度会议，由高级软件分析师David Hynes主持[1] - 会议成功举办依赖于参会企业提供内容以及投资者到场参与互动[1] - Twilio团队参与本次会议，由投资者关系负责人Rodney Nelson代表出席[2] - 会议形式为炉边谈话，时长25分钟，并开放现场提问环节[2]