Group 1 - The core viewpoint of the article highlights that Wall Street is rapidly repricing software manufacturer stocks due to threats posed by AI tools, leading to a surge in retail investor buying activity [1] - According to Scott Rubner, head of equity and equity derivatives strategy at Castle Securities, retail traders are purchasing software stocks at record levels, with net nominal value on their platform reaching unprecedented heights since tracking began in 2017 [1] - The scale, persistence, and breadth of buying activity have significantly exceeded previous peaks, indicating that retail investors are becoming a major source of incremental demand as early as 2026 [1] Group 2 - The article notes that a sell-off has affected a wide range of stocks, from small software developers to large wealth management firms, following the launch of a productivity tool tailored for internal legal teams by Anthropic PBC [1]
城堡证券：软件股惨遭抛售之际，散户正以“前所未见”速度抄底
Jin Rong Jie·2026-02-18 17:52