美股走低纳指一度跌1% 软件股继续承压_老虎社区_美港股上老虎

美股走低纳指一度跌1% 软件股继续承压

格隆汇02-04 23:22

格隆汇2月4日｜在人工智能引发的软件股抛售冲击尚未消散之际，美股走低。纳指连续第二个交易日走低，一度下跌1%。AMD(AMD.US)在发布逊于预期的业绩报告后股价大跌14%。资金继续从软件股撤离，投资者担忧更先进的人工智能工具将给相关企业带来商业风险。盛宝银行首席投资策略师Charu Chanana表示：“市场并未放弃人工智能，但正在对其进行更为谨慎的定价。”Quilter Cheviot的Ben Barringer指出，尽管AMD业绩并不差，但在此前市场盛传其上季度表现出色的背景下，公司未能交出惊艳成绩单。XTB的Kathleen Brooks称，预计软件股短期内仍将承压，但人工智能供应链并非全然利空，存储器和芯片制造商将成为支撑。她补充称：“交易员不再整体押注一个板块，而是开始挑选具体想要配置的公司。”

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