Indian software stocks are expected to set the biggest monthly performance record for global chip stocks, indicating that investors are withdrawing from AI trading and switching to information technology stocks that have been hit hard before. India's NIFTY IT Index, made up of 10 Indian software exporters, rose 16% this month, while the MSCI Global Semiconductor and Related Equipment Manufacturers Index fell 13%. The divergence of trends between the two shows that investors are gradually getting tired of the rising AI market driven by chip stocks, while at the same time refocusing on Indian IT service companies after years of downturn. At the time of this capital shift, Korea's KOSPI Index, which is regarded as a global semiconductor and AI investment trend, has fallen by more than 30% from its high in mid-June. Jefferies Financial Group upgraded India's IT industry rating to “neutral” last week and said that the reversal of AI transactions may drive the industry to a phased rise.

Indian software stocks are expected to set the biggest monthly performance record for global chip stocks, indicating that investors are withdrawing from AI trading and switching to information technology stocks that have been hit hard before. India's NIFTY IT Index, made up of 10 Indian software exporters, rose 16% this month, while the MSCI Global Semiconductor and Related Equipment Manufacturers Index fell 13%. The divergence of trends between the two shows that investors are gradually getting tired of the rising AI market driven by chip stocks, while at the same time refocusing on Indian IT service companies after years of downturn. At the time of this capital shift, Korea's KOSPI Index, which is regarded as a global semiconductor and AI investment trend, has fallen by more than 30% from its high in mid-June. Jefferies Financial Group upgraded India's IT industry rating to “neutral” last week and said that the reversal of AI transactions may drive the industry to a phased rise.