异动解读 | 科技股抛售潮蔓延，C3.ai盘中大跌7.7%

异动解读02-06

C3.ai, Inc. (股票代码: AI) 今日盘中股价大幅下挫7.7%，引起了市场关注。

消息面上，近期科技股焦虑情绪蔓延，市场对人工智能(AI)的叙事从乐观转向警惕。AI被视为对现有商业模式的威胁而非单纯增长动力，导致软件板块普遍承压，一周内市值蒸发近万亿美元。同时，Alphabet宣布今年资本支出计划翻倍至约1800亿美元，加剧了市场对巨额投入能否带来相应回报的担忧，引发了连锁抛售。

此次抛售潮不仅波及芯片股(如AMD暴跌17%)，也蔓延至全球其他资产，形成了负反馈循环，导致包括C3.ai在内的AI相关软件股集体走低。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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