Abandoned by the market, is it also the best investment opportunity for software stocks?
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With the explosive popularity of Claude Code, the breakthrough in "AI programming" has intensified market concerns about software stocks. The valuation ratio (enterprise value/recurring revenue) of European software giant SAP has now fallen below the lows seen during the global financial crisis, far below the previous market "SaaS panic limit" period. Is it true that the greatest opportunities arise when the market is most fearful?
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