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OrdersWatching Vision Global Finance talk about the issues in the software sector, it does make a lot of sense.
The current software index has almost reached the lowest level since the tariff war. It's no exaggeration to say that the volatility in the software sector this time even exceeds that of the tariff war.
Funds holding the software sector have faced large-scale redemptions, and fund managers had no choice but to sell stocks like Microsoft, which were clearly mispriced, to cover liquidity.
$iShares Expanded Tech Software Sector ETF(IGV.US)$Microsoft(MSFT.US)$Oracle(ORCL.US)
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