Anthropic AI और तेजी से बदलती global tech landscape ने IT sector को फिर से सवालों के घेरे में ला दिया है। Cost-cutting, slow deal wins और AI-led disruption से earnings visibility कमजोर दिख रही है। Market में चर्चा है कि अगले 1–2 साल IT में बड़ा rerating मुश्किल हो सकता है। ऐसे में investors के लिए suspense यही है—क्या IT अभी value trap है या portfolio rebalance करने का यही सही समय?
#ITSector #ITStocks #AnthropicAI #AIDisruption #StockMarketIndia #TechStocks #PortfolioRebalance #MarketAlert
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