能源、必选消费和美债领涨2026!华尔街的“AI交易”被“AI颠覆”了

华尔街见闻
Feb 14

AI本该是今年确定性最强的交易主题。但它却转变为一种威胁,不是威胁那些构建AI的科技巨头,而是冲击那些可能被AI取代的轻资产企业。 本周,标普500指数一度走向11月以来最糟糕的表现,直到周五通胀数据温和才有所反弹,而AI颠覆恐慌正在各类市场中层层扩散。 软件公司、财富管理机构、经纪商、税务顾问等白领行业,过去十年积累的利润率扩张在几周内被重新定价,冲击波甚至传导至向这些公司提供贷款的私募信贷市场...

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