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夜雨聆风 > > 办公文件 > 摩根斯坦利:欧洲软件股正经历近二十年最深的估值回撤,但市场忽视了结构性分化

摩根斯坦利:欧洲软件股正经历近二十年最深的估值回撤,但市场忽视了结构性分化

当前时间： 1970-01-01 08:00:00 分类：办公文件 评论(0)
摩根斯坦利:欧洲软件股正经历近二十年最深的估值回撤,但市场忽视了结构性分化

KC桌面——外资精译

摩根斯坦利：欧洲软件股正经历近二十年最深的估值回撤，但市场忽视了结构性分化

摩根斯坦利：欧洲软件股正经历近二十年最深的估值回撤，但市场忽视了结构性分化

过去二十年，欧洲软件板块经历过两次深度回撤：一次是全球金融危机，一次是疫情后的利率与估值压缩。现在，第三次正在发生，而且持续时间之长、幅度之大，已经逼近前两次的水平。

更多完整报告和后续精译，扫文末图片进群交流。

For informational purposes only. Not investment advice.

Original report: 40-MS-Software Snippets-Visualising the AI Software Drawdown-260614

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  144. /yingpanguazai/ssd/ssd1/www/wwww.yeyulingfeng.com/runtime/temp/c935550e3e8a3a4c27dd94e439343fdf.php ( 31.50 KB )
  145. /yingpanguazai/ssd/ssd1/www/wwww.yeyulingfeng.com/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )
  1. CONNECT:[ UseTime:0.001126s ] mysql:host=127.0.0.1;port=3306;dbname=wenku;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.001571s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.001200s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.004696s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.001443s ]
  6. SELECT * FROM `set` [ RunTime:0.000616s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.001445s ]
  8. SELECT * FROM `article` WHERE `id` = 763067 LIMIT 1 [ RunTime:0.001017s ]
  9. UPDATE `article` SET `lasttime` = 1781685933 WHERE `id` = 763067 [ RunTime:0.020177s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 64 LIMIT 1 [ RunTime:0.000876s ]
  11. SELECT * FROM `article` WHERE `id` < 763067 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.006896s ]
  12. SELECT * FROM `article` WHERE `id` > 763067 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001213s ]
  13. SELECT * FROM `article` WHERE `id` < 763067 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.004984s ]
  14. SELECT * FROM `article` WHERE `id` < 763067 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.011951s ]
  15. SELECT * FROM `article` WHERE `id` < 763067 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.006269s ]
0.271641s