Group 1: Market Impact of AI - The "Anthropic storm" has led to significant sell-offs in the stock market, particularly affecting enterprise software stocks like Microsoft, SAP, and ServiceNow, which have not recovered from the declines since early February [2][3] - The S&P 500 Software and Services Index has dropped approximately 15% since late January, erasing nearly $1 trillion in market value due to fears of AI disrupting traditional business models [2][3] - The introduction of AI tools by Anthropic, such as the legal plugin and security scanner, has caused substantial market reactions, leading to significant losses for companies like Thomson Reuters and CrowdStrike [3][4] Group 2: Emerging Job Opportunities - The demand for Forward Deployed Engineers (FDE) has surged, with a reported 42-fold increase in demand from 2023 to 2025, as companies seek to integrate AI into their workflows [6][7] - FDEs are seen as essential for bridging the gap between AI technology and its practical application in businesses, requiring a unique skill set that combines technical expertise with business acumen [8] - OpenAI and Anthropic are offering competitive salaries for FDE positions, with base salaries reaching up to $325,000 and $400,000 respectively, indicating a strong market for this role [7][8] Group 3: Investment Themes - The stock market is likely to see a revaluation of companies based on their ability to deploy and manage AI effectively, rather than simply possessing AI models [12][13] - Key beneficiaries in the AI era are expected to be companies providing AI deployment and governance infrastructure, such as cloud service providers and integrated service platforms [12][13] - The biggest losers will be those companies relying on outdated business models that do not leverage AI's capabilities to create data moats or integrated systems [13]
AI时代绝非“人类一败涂地”! 最火岗位已然浮出水面 股市聚焦两大主线
Zhi Tong Cai Jing·2026-02-26 13:25