摩根大通交易台:“先卖再问”的美股AI抛售潮即将结束,抄底软件股的时候到了

华尔街见闻
Feb 18

该团队正通过逆向布局被错杀的软件股、对“AI干扰免疫”的资产来把握即将到来的反弹机会。近几周,美股市场的核心交易逻辑已被简化为一个令人窒息的叙事——“AI替代风险”。这种对“被AI淘汰”的极度恐惧,引发了金融和工业板块的剧烈动荡,并导致资金疯狂涌入半导体,同时对软件进行无差别的“先卖再问”。不过,摩根大通交易台在2月17日的最新报告中认为,这种极端的情绪宣泄已接近尾声,该团队正通过逆向布局被错杀的...

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