The enterprise software sector was generally strong today 🤔
SAP rose 2.6%, with the proportion of cloud revenue continuing to expand, showing resilience in pricing power during the AI transition period.
Palo Alto and CrowdStrike rose 1.7% respectively. The demand growth logic for the cybersecurity track has not been shaken by tariff impacts, and the market share of leading vendors continues to concentrate.
Datadog rose 2%. The new AI observability product is gradually scaling up, and subscription data is worth tracking.
Zoom fell 2.6%, showing a clear divergence against the backdrop of the other four stocks rising. There are no signs of easing competitive pressure in video conferencing 😔
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