The enterprise software sector clearly rose today.
$Salesforce(CRM.US) rose over five points, $Adobe(ADBE.US) rose nearly five points, and $KINGSOFT(03888.HK) gained three points slightly.
The first driver is valuation recovery after the software sector's sharp decline last week; the second is that analysts have started incorporating the commercialization expectations of AI Agents into the medium-term models for $Salesforce(CRM.US) and $Adobe(ADBE.US).
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