瑞银下调科技板块评级引发股价下跌，市场担忧AI支出见顶

Group 1 - UBS downgraded the rating of the US technology sector, raising concerns about the growth prospects of the tech industry, which led to a 3.90% drop in its own stock price on February 11 [1] - On February 11, UBS's stock closed at $42.16, with a trading volume of approximately $776 million and an intraday volatility of 2.36%. The banking sector declined by 0.23%, while the Dow Jones and Nasdaq indices fell by 0.22% and 0.12%, respectively [2] - UBS's warning came after a significant decline in US software stocks over the past week, exacerbating worries about a slowdown in AI capital expenditures. Additionally, large tech companies have recently issued bonds to support AI infrastructure expansion, raising concerns about the sustainability of debt financing and investment returns, further increasing volatility in the financial sector [3]