美股散户疯狂“抄底”软件股，“扫货”资金量创历史新高

Group 1 - The software sector is experiencing a sell-off due to fears of being replaced by artificial intelligence tools, prompting Wall Street to reassess the potential for overselling, while retail investors are buying the dip [1][2] - Retail traders on the Castle Securities platform have reached a record high in spending on software stocks, with net nominal amounts hitting unprecedented levels, indicating strong demand from retail investors [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 led to a broader market impact, with investors selling stocks perceived to be at risk from AI technology, despite minimal actual risk [2] - Retail demand has expanded beyond the tech sector, with increased interest in materials, real estate, finance, communication services, and industrial sectors [2] - Retail participation in the options market has reached historical highs, with daily options trading volume up nearly 50% compared to the average from 2020 to 2025, and 15% higher than the same period last year [2]