AI轮番冲击各个行业,华尔街转向“花式”防守

华尔街见闻
Feb 27

AI相关冲击接连重创美股个股,华尔街正将目光转向更复杂的期权和对冲策略,以应对这场难以预判的"打地鼠"式抛售浪潮。 本周一,一篇万字博客文章描绘了AI通过推高失业率侵蚀消费的悲观图景,随即引发软件和私募资本板块新一轮抛售。数小时后,Anthropic宣布其新一代Claude Code工具或将取代一种主流编程语言,IBM股价应声重挫13%,创下逾25年来最大单日跌幅。Jones Trading分析师...

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