software space may just have had its "deepseek" moment

来源: 2026-02-05 09:01:16 [旧帖] [给我悄悄话] 本文已被阅读:

Anthropic Claude drove investors panic and dump software stocks in last several days. Yesterday Goldsman Sack software package was down 6%+. The space may due to a recover.  but do not know the magnitude and duration of the recover,  because the challeges are not going away.