城堡证券：美股散户疯狂“抄底”软件股，“扫货”资金量创历史新高

Group 1 - The core viewpoint of the articles highlights a significant sell-off in software stocks due to fears of AI tools threatening these companies, leading to a reevaluation by Wall Street of the potential for overselling [1][2] - Retail investors are actively buying into software stocks at historically high levels, with spending on these stocks on the Castle Securities platform reaching unprecedented amounts since tracking began in 2017 [1] - The sell-off has affected a wide range of companies, from small software developers to large wealth management firms, particularly after the launch of AI tools tailored for legal teams [1] Group 2 - The sell-off in the software sector has extended across the market, with investors selling stocks perceived to be at risk of being replaced by AI technology, even if the risk is minimal [2] - From January 2 to February 13, the average daily dollar demand for U.S. stocks on the Castle Securities platform was approximately 25% higher than the peak in 2021, and double the average from 2020 to 2025 [6] - Retail demand has diversified beyond the tech sector, with increased interest in materials, real estate, finance, communication services, and industrial sectors, alongside a historical high in retail participation in the options market [6]