投资者因担忧AI冲击而逃离商业地产股——市场快讯

投资观察
Feb 13

尽管商业地产公司基本面稳健,但投资者正因担忧人工智能颠覆性影响而大举抛售相关股票。KBW分析师在报告中指出,市场资金正从那些收费高、劳动密集型、被认为易受AI冲击的商业模式中撤离。

不过分析师也提醒,当前抛售潮可能过度夸大了AI对复杂交易活动的即时威胁。尽管人工智能的长期影响尚待观察,但行业第四季度的交易量表现依然强劲。

个股方面,世邦魏理仕(CBRE Group Inc)和仲量联行(Jones Lang LaSalle)跌幅均超10%,Newmark Group Inc.、SL Green Realty Corp与BXP Inc的跌幅也达到中个位数百分比。

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