Reddit五周暴跌42%，AI颠覆恐慌席卷美股，传统互联网正遭遇一场估值重估

Group 1 - Reddit has experienced a significant valuation adjustment, with its stock price dropping approximately 42% over five weeks, attracting widespread attention [1] - The decline in Reddit's stock is closely related to the "AI disruption panic" affecting the entire US software and internet sector, as new tools from AI companies like Anthropic and OpenAI raise concerns about the growth prospects of traditional software and internet firms [1] - Anthropic's announcement of its Claude Code tool for modernizing COBOL systems led to IBM's stock plummeting over 13% in a single day, marking its largest single-day drop since 2000 [1] Group 2 - A report from Citrini Research outlines a hypothetical scenario for 2028, suggesting that AI disruption could lead to significant white-collar job losses, decreased consumer spending, and economic contraction, particularly impacting delivery platforms and payment processing companies [1] - Companies such as DoorDash, American Express, and KKR, which were specifically mentioned in the report, saw their stock prices drop over 6% in response to the outlined risks [1] - On February 23, the three major US stock indices fell by over 1% due to dual pressures from tariff uncertainties and AI disruption concerns, with Reddit's decline serving as a microcosm of the broader "AI panic trading" phenomenon [2]