近期科技股的抛售潮备受瞩目，但对某些个股而言，痛苦远早于本周就已开始。昨日，标普500指数中有19只股票收于52周低点，而其中一些名字或许会让你感到意外：微软和Palantir Technologies Inc.双双上榜。
对于不久前还是市场宠儿的这些股票而言，此番跌落神坛的景象令人唏嘘。正如韦德布什证券公司的丹·艾夫斯所见，投资者正日益感到沮丧，因为一些公司在人工智能基础设施上的巨额支出，至今尚未带来更清晰可见的增长回报。“微软和Meta Platforms, Inc.在投资者眼中，就像是在夏日海滩上穿着冬装，”他写道。
像Palantir Technologies Inc.这样的软件公司也面临着类似的问题。尽管最初关于AI对软件行业影响的担忧可能被夸大了，但投资者似乎不愿冒任何风险。
目前，他们更青睐那些能从AI建设热潮中更直接获利的赢家：芯片制造商和存储类股票。
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