*人工智能焦虑扩散，商业地产板块遭遇重挫 *科技股承压，思科财报加剧市场担忧 *降息预期反复，美债收益率回落 周四，美股显著走低。围绕人工智能加速渗透、可能冲击软件行业及办公空间需求的担忧再度发酵，商 业地产与科技相关板块承压明显。同时，交易员在最新就业数据公布后重新评估美联储年内降息路径， 风险偏好进一步降温。 截至收盘，道琼斯工业指数下跌669.42点，跌幅1.34%，报49451.98点；标普500指数下跌108.71点，跌 幅1.57%，报6832.76点；纳斯达克综合指数下跌469.32点，跌幅2.03%，报22597.15点。 【热门股表现】 科技巨头悉数承压。苹果重挫5%，录得2025年4月以来的最大单日跌幅，此前美国联邦贸易委员会声称 苹果新闻打压保守派内容。Meta Platforms下跌2.82%；亚马逊下跌2.20%；特斯拉下跌2.62%。英伟达下 跌1.64%，微软下跌0.63%，谷歌C类股下跌0.63%。 | 苹果(APPLE) | 261.730 | -5.00% | | --- | --- | --- | | US AAPL | 261.870 | 0.05% 器后 | | 脸书 ...

美东时间周四，投资者对人工智能（AI）颠覆性的担忧持续发酵，三大指数均跌超1%，纳指以2%的跌幅领跌。 （三大指数日内走势，来源：TradingView） 截至收盘，道琼斯指数跌1.34%，报49,451.98点；标普500指数跌1.57%，报6,832.76点；纳斯达克指数跌2.03%，报22,597.15点。 今年以来，随着一些AI工具的推出，部分板块遭受冲击，包括软件公司、出版商、金融服务企业等。投资者担心，这些AI工具可能复制它们的业务模式， 或至少侵蚀其利润率。 在AI可能颠覆财富管理业务的担忧下，摩根士丹利等金融股承压；卡车运输和物流公司如C.H. Robinson股价暴跌14%，因市场担心AI将优化货运运营，从而 压缩部分收入来源。 AI颠覆担忧甚至蔓延至房地产行业。市场认为更高的失业率将打击办公空间需求，CBRE和SL Green Realty等股票因此走低。 投资者纷纷转向更具防御性的板块，沃尔玛和可口可乐股价分别上涨3.8%和0.5%。 在标普500指数各板块中，必需消费品和公用事业板块涨幅居前，均上涨超过1%，并带动必需消费品板块创下历史收盘新高。 热门股表现 大型科技股普跌，英伟达跌1 ...

I have been a Meta Platforms, Inc. ( META ) shareholder for almost a decade. For the best part of my holding period, Meta was debt-free. This is not the case anymore, with Meta ending 2025 with almost $60Dilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following on Seeking Alpha. Dilantha’s expertise spans across various sectors, w ...

company's core advertising revenue growth and market position remain strong. The stock is not "too risky†for diversified, long-term portfolios, though those wary of accounting complexity or AI hype may prefer caution.## If You've Been Thinking About Retirement, Pay Attention (sponsor)Retirement planning doesn't have to feel overwhelming. The key is finding expert guidance, and SmartAsset's simple quiz makes it easier than ever for you to connect with a vetted financial advisor. Here's how:1. Choose Your Fit ...

Company Overview - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates in key finance and investing hubs with bureaus and studios located in London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Utilization - Proactive is recognized as a forward-looking technology adopter, utilizing automation and software tools, including generative AI, to enhance workflows [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

Billionaire Bill Ackman is something of a legend in investing circles. The activist investor heads up Pershing Square Capital Management -- the hedge fund he founded -- with roughly $20 billion in assets under management. His strategy, which involves acquiring sizable positions in just a few stocks and holding them for years, has been remarkably successful. Pershing Square returned 34% in 2025, nearly double the performance of the S&P 500. That's not a one-off. Over the past eight years, Pershing has retu ...

US stocks turned sharply lower Thursday, as investors revived a rotation out of megacap tech stocks as they looked ahead Friday's inflation reading to guide rate-cut bets, already dampened by a strong January jobs report. The Dow Jones Industrial Average (^DJI) fell roughly 1%, or over 500 points, after the blue-chip benchmark snapped a three-day win streak on Wednesday. The S&P 500 (^GSPC) dropped 1.2%, and the tech-heavy Nasdaq Composite (^IXIC) fell nearly 2%. The mixed picture comes as investors scr ...

Billionaire investor and hedge fund manager Bill Ackman is making a big gamble on the future of Mark Zuckerberg and his Meta platforms. Ackman has allegedly committed an estimated $2 billion to Meta, representing a sizable 10% of Pershing Square’s total portfolio, The Wall Street Journal reported. The move is a public backing of Zuckerberg’s pivot from the "Metaverse" to superintelligence, with Meta as the beneficiary of AI integration.Pershing Square started buying Meta last November at an average price of ...

Group 1 - Pershing Square announced new positions in Hertz (HTZ), Amazon.com (AMZN), and Meta Platforms (META) during its annual investor presentation [1] - The firm exited positions in Chipotle (CMG), Canadian Pacific Kansas City (CP), and Nike (NKE) in 2025, and Hilton (HLT) shares in 2026 [1] - Concerns regarding Meta's AI-related spending are viewed as underestimating the company's long-term upside potential from AI [1] Group 2 - Hertz is identified as a leading vehicle rental provider in the early stages of a turnaround with asymmetric upside potential [1] - Amazon is recognized for operating two of the world's great, category-defining franchises [1]

Big Tech's data center build-out is facing mounting resistance from lawmakers. This week, Sens. Josh Hawley (R-Mo.) and Richard Blumenthal (D-Conn.) introduced the first bipartisan bill in Congress designed to prevent data center power usage from affecting consumers' electric bills. A week earlier, on Feb. 6, New York became at least the sixth state to have its legislators propose a bill to pause data center construction within state lines. This legislation would effectively shut out New York as a potent ...