科技股焦虑引发连锁抛售,市场对AI叙事从乐观转向警惕。软件与芯片股重挫(AMD跌17%)并波及全球资产,形成负反馈循环。市场情绪转变的核心在于,AI被视为商业模式威胁而非单纯增长动力,导致软件板块一周市值蒸发近万亿美元;同时Alphabet资本支出计划翻倍至约1800亿美元,加剧了市场对高投入能否带来回报的担忧。科技板块的焦虑情绪正在引发连锁反应,投资者对人工智能及其颠覆性影响的看法出现逆转,...
Source Link科技股焦虑引发连锁抛售,市场对AI叙事从乐观转向警惕。软件与芯片股重挫(AMD跌17%)并波及全球资产,形成负反馈循环。市场情绪转变的核心在于,AI被视为商业模式威胁而非单纯增长动力,导致软件板块一周市值蒸发近万亿美元;同时Alphabet资本支出计划翻倍至约1800亿美元,加剧了市场对高投入能否带来回报的担忧。科技板块的焦虑情绪正在引发连锁反应,投资者对人工智能及其颠覆性影响的看法出现逆转,...
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