AI担忧蔓延，商业地产股继续下挫，两天暴跌20%

Group 1 - The commercial real estate sector experienced a significant decline, with investors concerned that the widespread application of artificial intelligence tools will reduce demand for office space [1][3] - CBRE Group fell by 8.8% on Thursday, marking a total decline of 20% over two days, the worst performance since 2020. Other major commercial real estate companies also suffered, with Jones Lang LaSalle down 7.6% and Cushman & Wakefield plummeting 12% [1] - The index tracking office real estate companies dropped by 4.2% on Thursday, with significant declines in stocks such as SL Green Realty, Cousins Properties, Kilroy Realty, and BXP [3] Group 2 - Investor fears regarding AI's disruption of business models intensified after the launch of new tools by startup Anthropic, leading to significant sell-offs across various sectors, including software manufacturers, private credit firms, insurance companies, wealth management institutions, real estate service companies, and logistics firms [4] - Analysts noted that the recent sell-offs reflect traders' knee-jerk reactions, potentially overestimating actual risks, indicating that the market is still in a phase of digesting the impact of AI [5] - The financial services sector is currently in a state of confusion, with investors reacting sharply to even minor earnings misses due to widespread concerns about AI's disruptive potential [4]