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판정 리포트 · 완료 2026-10-07 15:18

AI발 '사스포칼립스' 공포 과했나…미 소프트웨어주 올해 최고치

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요약
om/media/MS381466/Palo_Alto_Networks_Logo_2025.jpg] 최종 판정: 대체로 사실
근거 — 직접 열람한 1차 출처 12건
  1. https://economictimes.indiatimes.com/markets/us-stocks/news/us-market-software-stocks-hit-2026-highs-as-ai-disruption-fears-ease/articleshow/134756204.cms
  2. https://www.calcalistech.com/ctechnews/article/lbovgj3wu
  3. https://www.saastr.com/the-saaspocalypse-is-officially-over-public-software-is-back-to-green-at-the-index-level/
  4. https://www.khan.co.kr/article/202608121650001
  5. https://www.ishares.com/us/products/239771/ishares-north-american-techsoftware-etf
  6. https://indexes.nasdaqomx.com/Index/Overview/SOX
  7. https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx
  8. https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results
  9. https://www.reuters.com/business/us-software-stocks-scale-fresh-2026-highs-ai-disruption-worries-fade-2026-10-06/
  10. https://americanbazaaronline.com/2026/10/06/us-software-stocks-hit-2026-highs-as-ai-disruption-fears-fade-489493/
  11. https://www.nasdaq.com/market-activity/index/sox
  12. https://www.salesforce.com/news/press-releases/2026/08/26/fy27-q2-earnings/
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