人工智能相关风险引发投资者恐慌软件股再度下挫_老虎社区_美港股上老虎

人工智能相关风险引发投资者恐慌软件股再度下挫

环球市场播报02-04

受投资者担忧人工智能工具升级带来的业务风险影响，软件开发商、广告代理商及投资机构再遭抛售潮波及。　　欧洲市场方面，软件巨头SAP SE下跌3.4%，创两年以来新低；旗下拥有数据分析服务商律商联讯的励讯集团（Relx Plc）下跌2.5%；阳狮集团、Rightmove房产平台及殷拓集团也再度大幅下挫。　　尽管当日跌幅较周二收窄，但市场对Anthropic PBC推出的工具所带来的威胁仍存持续担忧...

网页链接

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。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2608623923?lang=zh_CN&edition=full","thumbnail":"https://n.sinaimg.cn/finance/transform/128/w550h378/20260204/9141-61659911c4403d93c1307abbb7accd34.png","is_english":false,"pubTime":"2026-02-04 21:20","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2608623923","market":"us","top_or_hot":-1,"title":"人工智能相关风险引发投资者恐慌 软件股再度下挫","media":"环球市场播报","content":"<div>\n<p>受投资者担忧人工智能工具升级带来的业务风险影响，软件开发商、广告代理商及投资机构再遭抛售潮波及。\n　　欧洲市场方面，软件巨头SAP SE下跌3.4%，创两年以来新低；旗下拥有数据分析服务商律商联讯的励讯集团（Relx Plc）下跌2.5%；阳狮集团、Rightmove房产平台及殷拓集团也再度大幅下挫。\n　　尽管当日跌幅较周二收窄，但市场对Anthropic PBC推出的工具所带来的威胁仍存持续担忧...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-02-04/doc-inhksktz9530680.shtml\">网页链接</a>\n\n</div>\n","source":"sina_us","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>人工智能相关风险引发投资者恐慌 软件股再度下挫</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n人工智能相关风险引发投资者恐慌 软件股再度下挫\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-04 21:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-02-04/doc-inhksktz9530680.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>受投资者担忧人工智能工具升级带来的业务风险影响，软件开发商、广告代理商及投资机构再遭抛售潮波及。\n　　欧洲市场方面，软件巨头SAP SE下跌3.4%，创两年以来新低；旗下拥有数据分析服务商律商联讯的励讯集团（Relx Plc）下跌2.5%；阳狮集团、Rightmove房产平台及殷拓集团也再度大幅下挫。\n　　尽管当日跌幅较周二收窄，但市场对Anthropic PBC推出的工具所带来的威胁仍存持续担忧...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-02-04/doc-inhksktz9530680.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-04/doc-inhksktz9530680.shtml","article_id":"2608623923","we_media_id":null,"thumbnails":["https://n.sinaimg.cn/finance/transform/128/w550h378/20260204/9141-61659911c4403d93c1307abbb7accd34.png"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608623923","pubTimestamp":1770211202,"columns":[],"sourceInfo":{"source_id":"sina_us","name":"新浪美股"},"weMediaInfo":null,"summary":"受投资者担忧人工智能工具升级带来的业务风险影响，软件开发商、广告代理商及投资机构再遭抛售潮波及。　　欧洲市场方面，软件巨头SAP SE下跌3.4%，创两年以来新低；旗下拥有数据分析服务商律商联讯的励讯集团下跌2.5%；阳狮集团、Rightmove房产平台及殷拓集团也再度大幅下挫。　　为对冲人工智能的颠覆性影响，投资者转而扎堆布局拥有实体工厂及基础设施的企业。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4588":"碎股","BK4585":"ETF&股票定投概念","VGT":"信息技术ETF-Vanguard"},"translate_title":"Artificial intelligence-related risks spark investor panic, software stocks fall again","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VGT":1.5},"content_text":"受投资者担忧人工智能工具升级带来的业务风险影响，软件开发商、广告代理商及投资机构再遭抛售潮波及。\n　　欧洲市场方面，软件巨头SAP SE下跌3.4%，创两年以来新低；旗下拥有数据分析服务商律商联讯的励讯集团（Relx Plc）下跌2.5%；阳狮集团、Rightmove房产平台及殷拓集团也再度大幅下挫。\n　　尽管当日跌幅较周二收窄，但市场对Anthropic PBC推出的工具所带来的威胁仍存持续担忧。Claude Code及Cowork等产品最新印证，人工智能已从网页端聊天机器人，升级为可实现大量企业工作流自动化的算法工具。\n　　巴黎米罗瓦投资公司高级股票投资经理Karen Kharmandarian表示：“整个软件板块显然出现了无差别抛售，目前未见底部支撑，下跌动能过于强劲，看上去颇有些止损抛售的意味。”\n\n　　为对冲人工智能的颠覆性影响，投资者转而扎堆布局拥有实体工厂及基础设施的企业。周三，在欧洲斯托克600基准指数成分股中，化工、电信及汽车板块领涨。\n　　摩根大通欧洲软件行业分析师Toby Ogg表示，即便过去12至18个月已持续减持，投资者对科技板块的投资意愿仍处于低位。\n　　他在研报中写道：“当前市场环境下，科技板块非但处于‘未经证实清白即被推定有罪’的境地，更是陷入了‘未审先判’的局面。对于软件企业而言，‘业绩超预期’已不足以打消市场顾虑。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李肇孚","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}