iFinance(@iFinance):$INTU $ACN $IT $ADBE $CRM $NOW …13 of the 20 worst-performing S&P 500 stocks this year come from software and IT services. The market is aggressively repricing the sector as AI compresses moats, disrupts business models, and threatens pricing power. Opportunity or value trap?

iFinance

@iFinance

iFinance: Independent Finance Intelligence.

参加 August 2012

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iFinance@iFinance

2026.06.20 17:31

$INTU $ACN $IT $ADBE $CRM $NOW …13 of the 20 worst-performing S&P 500 stocks this year come from software and IT services. The market is aggressively repricing the sector as AI compresses moats, disrupts business models, and threatens pricing power. Opportunity or value trap?