SAP WKN: 716460 ISIN: DE0007164600 Kürzel: SAP Forum: Aktien Thema: Hauptdiskussion

'It isn’t software that is being disrupted; it’s labor. The labor markets are on the order of $10 trillion to $20 trillion, whether in the digital or the physical economy. When you see things through those lenses, it changes the incentives of the decision makers involved. It takes a while for these things to get ramped up, for the pipes to exist, for the decisions to get made. Trust and security are incredibly important. But if you take what these tools can do in the consumer market without bounds, and then apply that to what can be done at the enterprise, the opportunity is massive. '

'Today’s software isn’t going away. You will see AI adopted on top of existing applications at the core of running an enterprise, and incumbent software players will build some of those applications. There will also be native AI and LLMs [large language models] they have to compete with.'

Sehr interessante Gesprächsrunde zum Thema Technologie: The big question is return on investment. When do you see returns, or monetization of this technology? When will AI have a meaningful impact? Kacher: Every time we have seen a major architectural change filter through the tech industry, it takes a decade or more for it to be widely adopted. Look at software-as-a-service, or SaaS, for instance. Salesforce was founded in 1999. It took 15 years for roughly 25% of computing cycles to shift to the cloud model. It took another eight years to get the next 25%. So it takes time to create these applications for large numbers of people to use. https://www.barrons.com/articles/ai-technology-stocks-roundtable-5842c9ef?mod=mw_quote_news&adobe_mc=MCMID%3D84026499165459153751279927500689173860%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1774600075

Finger weg von opptionsscheinen investieren nicht zocken

Das stimmt

Aktuell schöner Angriff auf den Wochenchart. Hoffentlich nicht wieder eine Bullenfalle

Die einzige Option ist, dass SAP so schnell wie möglich die 100 € Marke erreicht. Die Zerstörung muss ja endlich mal ein Ende haben 👹📉☠️

Ziel dieser Seiten ist der Verkauf von Optionen. Daher muss Zwietracht gesät werden.

Es macht keinen Sinn, mit Robotern zu argumentieren.

Auf geht's heute zur 130, XX Euro 📉☠️👹 die vernichtungsmaschine läuft wieder an ☠️

Na nu sei doch nicht so negativ.....die macht das heute schon.....ansonsten hilft uns Onkel Trump mit ner Lüge ...ähhhh Märchen ....nein jetzt aber mit der ABSOLUTEN WAHRHEIT

Der deutsche Investor hatte eine andere Interpretation. NVIDIA niedriger, dann die ganze Technologiebranche?

Gestern gab es also eine Korrektur am Nasdaq mit einem deutlichen Kursverfall im Halbleitersektor. Die Aktienbewertung orientierte sich wieder an der realwirtschaftlichen Realität? Der Softwaresektor legte zu.

Why software stocks proved resilient on a dismal day for tech Even as the Nasdaq slides into correction territory, shares of prominent software companies like Salesforce, CrowdStrike and Figma finish the session higher By Hannah Pedone and Emily Bary Published: March 26, 2026 at 5:54 p.m. ET Software stocks were a bright spot Thursday as many other corners of the technology sector struggled. In a session where the tech-heavy Nasdaq Composite Index entered correction territory, closing at its lowest point since September, a number of prominent software stocks actually finished the day in the green. Salesforce’s stock rose 2%, while Figma rose 5% and Snowflake moved 1% higher. Even as the iShares Expanded Tech-Software Sector ETF and the **** Cybersecurity ETF fell fractionally on the day, those performances were better than the 2.4% decline for the Nasdaq. There are a few reasons that software stocks outperformed, according to analysts. For one, D.A. Davidson’s Gil Luria said the war in Iran could be giving a boost to the cybersecurity sector. The longer the Iran conflict goes on, the more important cybersecurity companies will become, he told MarketWatch. Meanwhile, other types of technology companies, which have greater exposure to industrial and consumer activity, may be hit harder by rising oil prices. That makes software stocks relatively more attractive. There was also the RSA cybersecurity conference this week, noted Wedbush analyst Daniel Ives. While cybersecurity stocks have been choppy over the course of the week, Ives told MarketWatch he came out of the event with a positive view: “It was clear from our perspective that cybersecurity budgets are going to increase dramatically because of AI.” Shares of CrowdStrike Holdings and Palo Alto Networks both finished about 2% higher on Thursday. Fortinet’s stock was up nearly 3%, and all three ranked among the top 10 performers in the Nasdaq 100 index. Another factor to consider is that software stocks, in recent months, had become popular bearish bets among short sellers who expected further declines due to artificial-intelligence disruption. Now analysts say some short sellers have been moving to cover their bearish software positions while also locking in gains linked to winning bullish trades, like those involving memory and optical components.

Also Leute gehen wir wieder zur gewohnten Tagesordnung über. Die Zerstörung und Vernichtung geht weiter, wie gewohnt 📉☠️👹

In der Regel wird nur dann auf Analysten verwiesen, wenn der aktuelle Kurs deutlich unter den Kurszielen liegt. Sollte ein Analyst ein niedrigeres Kursziel herausgeben, dann wird er in den Foren meistens kritisiert bzw. es wird ihm eine Nähe zu Shortsellern unterstellt. Oder im Fall von JPM neulich war es ja nur, damit JPM angeblich billiger Anteile erwerben kann.