美股极其脆弱！从SaaS、PE到保险、物业甚至物流“轮流大跌”，高盛交易员“疲惫且震惊”

Group 1 - The core viewpoint of the article highlights a rare panic sell-off in the US stock market, driven by fears surrounding AI's disruptive potential across various sectors, leading to significant declines in technology, logistics, finance, and healthcare industries [1][3][5] - The market breadth is deteriorating, with 350 out of 500 S&P components declining, and major tech companies like Apple, Amazon, Microsoft, Meta, and Cisco contributing significantly to this downturn [6][7] - Defensive sectors such as utilities, consumer staples, and REITs are gaining traction, while previously strong tech stocks are experiencing widespread sell-offs, indicating a shift in investor sentiment [3][6][8] Group 2 - The latest trigger for market panic was a statement from a Microsoft AI executive suggesting that most white-collar jobs could be replaced by AI within 12 months, prompting a reevaluation of AI's impact [5][9] - Logistics has emerged as a new area of concern, with companies like CH Robinson experiencing extreme volatility, reflecting a broader fear that AI's influence is spreading from tech to traditional industries [7][8] - The healthcare sector is also under pressure, with contract research organizations (CROs) seeing a 32% drop this month, as companies like Pfizer announce plans to utilize AI for clinical trials [8][9]