Core Viewpoint - The rise in the use of artificial intelligence tools is raising concerns about a potential decrease in demand for office space, leading to significant declines in commercial real estate stocks [2] Group 1: Stock Performance - Commercial real estate stocks experienced a sharp decline, with CBRE Group's stock plummeting by 15% at one point and a total drop of 26% over two days, marking the worst decline since the 2008 financial crisis [2] - Jones Lang LaSalle saw a decline of 14%, Cushman & Wakefield dropped by 13%, and Newmark Group fell by 11% [2] Group 2: Analyst Insights - Analyst Jeffrey Langbaum noted that concerns about AI applications reducing office space demand have been present for some time, but the recent sell-off has spread to actual office space providers [2] - Morningstar analyst Sean Dunlop commented on the financial services sector's current state, describing it as "shoot first, aim later," where investors react strongly to even minor performance declines due to fears of disruption from AI [2]
AI引发的资本市场大溃逃 美股商业地产遭遇“黑色星期四”
Di Yi Cai Jing·2026-02-12 23:13