Infy 2.3% gir gaya, TCS se bhi zyada. Kya story hai?

Aaj ka market overall flat hai, Nifty sirf 0.06% upar hai, par IT sector mein clear divergence dikh raha hai. TCS ne 0.92% ki chhoti haram ki, lekin INFY ne 2.31% ka loss book kiya. Same sector, alag direction, yeh gap matter karta hai. Yeh move sirf intraday noise nahi lagta agar hum isse sector sentiment se compare karein. Jaise hi banks strong perform kar rahe hain (Nifty Bank +1.11%), defensive/IT names par rotation ka pressure aa raha hai. Risk yeh hai ki agar IT stocks ko bazaar se alag karte hue ek weak trend confirm ho jaata hai, toh valuation premium compress ho sakta hai. Large cap hone ka matlab safe nahi hota, sirf liquidity zyada hoti hai. Research: INFY vs TCS relative performance + upcoming earnings guidance consistency