Core Viewpoint - The resurgence of AI impacts the Hong Kong application software sector, leading to significant declines in stock prices of several companies amid a broader sell-off in software stocks in the US market [1] Group 1: Stock Performance - New New Technology (09600) saw a decline of 9.52%, trading at 0.285 HKD [1] - Jushuitan (06687) dropped by 9.37%, with a price of 19.54 HKD [1] - Inspur Digital Enterprise (00596) fell by 7.9%, now priced at 3.73 HKD [1] Group 2: Market Context - Major US tech stocks experienced a downturn, contributing to the sell-off in software stocks [1] - AI startup Anthropic introduced its "Claude Code" tool, which now supports COBOL language systems, automating complex tasks in modernizing legacy systems and significantly reducing labor costs and time [1] Group 3: Research Insights - Citrini Research released a report titled "Scenario Analysis as of June 2028," clarifying that it is not a prediction but a thought experiment [1] - The report hypothesizes that by 2028, accelerated AI penetration in white-collar jobs could lead to job displacement, income decline, reduced consumption, and increased credit asset risks, potentially dragging the economy into a contraction phase [1]
AI冲击波卷土重来 应用软件股普遍下挫 聚水潭跌超9%