如果大家以为AI股只是“涨多了跌一跌”,那过去一个月发生的事,可能会颠覆所有人的认知。这不是普通的回调,不是温和的调整,而是一场跨行业、跨板块、无差别的大逃杀。证券时报用一句话概括了这个2月:“AI叙事发生剧烈转向,一度火热的‘AI淘金热’突然遭遇退潮。”短短一个月内,恐慌情绪从软件行业蔓延至金融、法律、咨询、商业地产、物流、传媒,只要被AI“盯上”的行业,股价先跌为敬。这场“血色二月”,到底发生...
Source Link如果大家以为AI股只是“涨多了跌一跌”,那过去一个月发生的事,可能会颠覆所有人的认知。这不是普通的回调,不是温和的调整,而是一场跨行业、跨板块、无差别的大逃杀。证券时报用一句话概括了这个2月:“AI叙事发生剧烈转向,一度火热的‘AI淘金热’突然遭遇退潮。”短短一个月内,恐慌情绪从软件行业蔓延至金融、法律、咨询、商业地产、物流、传媒,只要被AI“盯上”的行业,股价先跌为敬。这场“血色二月”,到底发生...
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