避险情绪升温 资金涌入资产密集型股票规避AI颠覆风险

环球网
Feb 27

【环球网财经综合报道】据Financial Times等外媒报道,近期受人工智能颠覆风险担忧影响,全球股市出现结构分化,投资者纷纷减持高风险轻资产板块,转向公用事业、能源、材料等拥有实物资产的资产密集型股票寻求避险。近期,标普500软件子指数跌至2025年4月美国关税政策以来最低水平,不到一个月内板块总市值蒸发1.2万亿美元。市场对AI工具可能颠覆行业的担忧持续发酵,软件板块首当其冲,并波及...

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