欧洲软件股因担心人工智能陷阱而下跌
路透米兰8月12日 - 欧洲软件股周二大幅下跌,权重股SAPSAPG.DE下跌超过6%,原因是市场担心人工智能可能给这部分技术行业带来风险。
SAP 曾一度创下 2020 年 10 月以来的最大单日跌幅,最新跌幅为 5.5%。与此同时,达索系统DAST.PA、赛捷SGE.L和奈梅切克NEKG.DE跌幅在4%到10%之间,使科技.SX8P成为欧洲表现最差的板块。
一位交易员说,在MarketWatch发表文章 (link),探讨人工智能对软件公司的潜在影响之后,周一Adobe ADBE.O、Salesforce CRM.N、Intuit INTU.O和Workday WDAY.O等美国同行也出现了下跌。
周一,Melius Research将Adobe (link) 的评级下调至卖出。
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