“AI替代恐慌”愈演愈烈！全球软件股跌势难止小摩直言：行业已至“未审先判”境地

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智通财经APP获悉，一场由人工智能(AI)技术进步引发的市场恐慌正在全球蔓延，软件板块首当其冲，并且这一跌势在周三似乎仍无缓和迹象。摩根大通对此表示，投资者对该板块的悲观情绪正持续发酵。摩根大通分析师Toby Ogg直言：“当前环境对软件板块而言，已不仅是‘有罪推定’，更是升级到了‘未审先判’的地步。”过去两周，Ogg与欧美地区逾50位投资者展开交流，其发现，在过去12至18个月里，这些投资者已...

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“AI替代恐慌”愈演愈烈！全球软件股跌势难止 小摩直言：行业已至“未审先判”境地

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“AI替代恐慌”愈演愈烈！全球软件股跌势难止小摩直言：行业已至“未审先判”境地