AI代理颠覆“狼来了”?Bernstein:市场恐慌与基本面脱节,这些美股新兴电商股被“错杀”

智通财经
Sep 11
【AI代理颠覆“狼来了”?Bernstein:市场恐慌与基本面脱节,这些美股新兴电商股被“错杀”】智通财经APP获悉,人工智能代理(AI Agent)对互联网平台的“颠覆叙事”再度席卷华尔街。过去两个交易日,美国互联网市场平台板块遭到抛售,Bernstein相关一篮子股票中位数跌幅达7%,DoorDash、Instacart、优步等标的估值倍数重新面临拷问。然而,Bernstein在最新研报中明确指出,当前AI代理商业仍处于极早期阶段,消费者行为转变远未发生,市场恐慌与实际基本面之间存在显著脱节,这恰恰为投资者创造了买入机会。

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