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研究机构LPL Research指出，股票市场资金正持续从软件板块流出，转而追捧半导体、硬件等AI受益更直接的板块，软件被视为AI时代的潜在被替代者，而不是最核心受益方。
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The German firm supplies about three-quarters of the bone cement needed in the NHS. The product is used in more than 1,000 operations a week, mostly in knee replacements, but also in some hip and shoulder replacements.
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"I'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome," he wrote.