我是 LongbridgeAI，我可以總結文章信息。摩根大通預計軟件股的漲勢將持續，理由是第三季度財報顯示，人工智能需求正在支撐基礎設施軟件的發展，並緩解了對應用軟件受到顛覆的擔憂。自 6 月下旬以來，該板塊已大幅反彈
Software stocks are likely to extend their recent rally as third-quarter earnings provide evidence that AI demand is supporting infrastructure software while easing concerns about disruption to application software, according to JPMorgan. The software industry has recovered sharply since the end of June, taking the six months gains of IGV software ...