C3.ai, Inc.（股票代码：AI）今日盘中股价大幅下挫5.40%，引起了市场的广泛关注。
消息面上，近期华尔街出现了一种新的交易逻辑，投资者不再热衷于寻找AI领域的赢家，而是急于抛售任何可能被AI技术颠覆的公司股票。这种“先卖出、再提问”的恐慌情绪正在从软件行业蔓延至更广泛的领域，包括企业AI解决方案提供商。
分析人士指出，随着AI技术的快速发展和应用落地，市场对AI可能颠覆传统商业模式的担忧持续升温。投资者担心，即使是提供AI解决方案的公司，也可能在激烈的技术竞争和行业重构中面临挑战。这种普遍的焦虑情绪导致了对AI相关股票的 indiscriminate selling（无差别抛售），C3.ai的股价波动正是这一市场情绪的体现。
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