From 'doom scenarios' to 'value reassessment': How should AI software stocks be priced?

From 'Doomsday Scenarios' to 'Value Reassessment': How Should AI Software Stocks Be Valued?

Over the past two years, the market once effectively sentenced software stocks to 'death': if AI can write code on its own, who would still pay for SaaS? Valuations were consequently slashed across the board.

But sentiment has recently shifted: while AI has become a 'gravedigger' for some software companies, it’s acting as an 'amplifier' for others.

Which stocks are truly oversold, and which ones genuinely deserve to be avoided?

This Wednesday at 19:00, Futu Private Wealth’s senior industry analyst will help you clearly distinguish between the 'doomsday narrative' and the 'revaluation wave'!

💡 Key highlights of this episode:

🔸 AI disruption—Collapsing development barriers, pressure on seat-based pricing models, and large models encroaching into application layers: Are these three sources of panic actually valid?

🔸 Origins of the doomsday narrative—Why did the market effectively hand down a 'death sentence' to software stocks, and does that logic still hold up?

🔸 The fundamental logic behind revaluation—Given the same AI trend, why are some software companies being disrupted while others are gaining leverage?

Reference benchmarks: $Microsoft (MSFT.US)$、 $Oracle (ORCL.US)$、 $Adobe (ADBE.US)$、 $Palantir (PLTR.US)$、 $Snowflake (SNOW.US)$

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