软件股的无差别抛售并无止步迹象
Xin Lang Cai Jing·2026-02-04 15:36
Group 1 - Software manufacturers, advertising companies, and investment firms are facing a new wave of sell-offs due to investor concerns that advanced AI tools may pose risks to their business [1] - An ETF tracking U.S. software stocks dropped by 4.1%, reaching a new low since April of last year [1] - AppLovin Corp. and Unity Software Inc. experienced significant declines, while Take-Two Interactive Software Inc. fell by 6.6% [1] Group 2 - In Europe, software giant SAP SE saw a decline of 4.4%, marking a two-year low [1] - Relx Plc, which owns data analytics service LexisNexis, dropped to its lowest point since 2022 [1] - Other companies such as Publicis Groupe SA, Rightmove Plc, and EQT AB also experienced further declines [1]