2月4日 - ** 投资银行高盛GS.N股价下跌 4.03%，至 901.54 美元
** Zacks Investment Management的分析师马尔伯里 (Brian Mulberry) 称，高盛的压力反映了两种情绪驱动的担忧：人工智能拖累软件估值 (GS软件篮子-6%)
** 担心法律/金融人工智能工具（如Anthropic的法律插件）可能会扰乱银行和税务等咨询密集型业务。
** 补充道，这似乎是一种基于认知而非基本面的轮动，现阶段没有明确证据表明高盛的长期盈利会受到破坏
** 包括本交易日的走势在内，高盛在过去 12 个月中上涨了 42%
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