散户又“梭哈”？华尔街恐慌抛售，散户却疯狂抄底

Group 1 - Wall Street is experiencing a sell-off in software stocks due to concerns over AI's disruptive potential, while retail investors are buying in, pushing trading activity to near historical highs despite the S&P Composite 1500 Software and Services Index dropping nearly 20% year-to-date [1] - Retail investors are particularly favoring Microsoft (MSFT.O), ServiceNow (NOW.N), and AppLovin (APP.O) amidst fears that new AI products could replace services offered by companies like Salesforce (CRM.N) and Adobe (ADBE.O) [1] - Panic trading has intensified following a report from Citrini Research suggesting that AI could trigger widespread economic disruption, with Nassim Taleb warning of a potential wave of bankruptcies in the software industry [1] Group 2 - The sell-off in software stocks is viewed as excessive, with current valuation levels considered attractive by some analysts [2] - Retail investors continue to buy during each dip, as evidenced by record levels of buying in Nvidia (NVDA.O) despite a 5.5% drop, marking its worst day since April 2025 [2] - Analysts suggest that retail investors may be rediscovering undervalued opportunities in a market heavily influenced by AI news, with significant buying activity observed in various tech stocks and ETFs [2]