美股“假摔”or分水岭?

谭谈债市
Feb 07

2026联系人:谭逸鸣、裴明楠事件:2月3日至5日,美国软件股遭抛售,S&P北美科技软件股指数在三个交易日累计下跌11%;相较于去年9月的高点已累计下跌32%。2月6日,市场虽有所修复,但人工智能对软件领域侵蚀的担忧仍然存在。1本次美股连跌的特征和传导链1、导火索:人工智能公司Anthropic发布新AI工具,市场担忧SaaS(软件即服务)被“抢饭碗”。2月3日周二,Anthropic的一款面向...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10