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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India’s Ministry of Electronics and IT, as well as telecom providers including ACT Fibernet, Bharti Airtel, and Reliance Jio, did not respond to requests for comment. Copplestone and Wilson also did not respond.