Re-examined the fundamentals of these enterprise software stocks: Intuit +2.9%, the stability of EPS driven by tax season is considered high quality in this category, valuation is expensive but logical; Fastly +3.5%, I believe this wave is more of an oversold rebound rather than fundamental improvement, revenue growth has already fallen significantly from its peak; Unity +2.4%, the commercialization transformation of the game engine is still in its painful phase, no clear catalyst is visible in the short term; Hong Kong stock E Dian Yun slightly up, Kingsoft slightly down.
The performance of US and Chinese enterprise software has been divergent recently, my judgment on Fastly might be wrong, it's safer to wait for earnings verification before adding to the position.
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