哎，AI又要作孽了。 这次的起因，是2026年2月23日，美国一家独立研究机构Citrini Research 发布了名为《2028 年全球智能危机》（以下简称《智能危机》）的报告。这篇报 告（或者说是经济推演），在极短时间中完成了病毒式传播，直接引发了美股科技股集体暴跌。在国内社交媒体上也得到了迅速发酵，引起剧烈讨论。 与以往的AI威胁论普遍偏向AI毁灭人类的宏大叙事，并且设置一个长期时间轴不同，《智能危机》的区别在于它提出了更"接地气"的AI威胁：AI技术的 成熟会引发经济危机，并且给出了一个很短的时间目标，两年后，危机就将到来。 若干年来，我们迎来了一轮又一轮的AI威胁论，它们描绘的AI威胁越来越多样，时间也越来越具体。相关话题不断通过社交媒体向我们输送高分贝、无 死角的恐慌感。家长担心孩子未来被AI取代，职场人担心失业，在校生担心找不到工作。渐渐地，我们似乎已经患上了某种AI恐惧症。 但真的有必要如此担忧吗？不妨打个赌，我敢说这场"智能危机"绝不存在。 01 又一轮AI惊悚 想要驳斥这个观点，首先还是要看看《智能危机》的逻辑。文章认为，AI在2028年引发全球性经济危机总共分三步： 第一步，AI替代人 ...

Group 1 - The U.S. stock market experienced a significant decline, with the Dow Jones dropping over 821 points, a decrease of 1.66%, while the Nasdaq fell by 1.13% and the S&P 500 decreased by 1.04% [1] - Major technology stocks such as Microsoft, Amazon, Meta, and Tesla saw notable declines, while Nvidia and Apple, which are set to release earnings this week, experienced gains [1] Group 2 - The AI sector played a crucial role in the market turmoil, particularly after Anthropic announced new programming features for its Claude Code product, raising concerns about IBM's mainframe business, leading to a more than 13% drop in IBM's stock, marking its largest single-day decline in over 25 years [3] - The software sector was heavily impacted, with the software ETF IGV falling nearly 5%, reaching a two-year low [3] - A widely circulated article titled "The Intelligent Crisis of 2028" heightened investor anxiety, suggesting that abundant machine intelligence could compress labor income and trigger demand contraction, negatively affecting the stocks of mentioned companies [3] Group 3 - Goldman Sachs reported that the U.S. stock market is in a phase of "extreme calm in indices, but severe turbulence in individual stocks," indicating a significant divergence [5] - Institutional investors are selling U.S. stocks at the highest rate in four years while simultaneously buying down protection [5] - There is a clear sector differentiation, with funds aggressively selling software and internet stocks while purchasing semiconductor and memory chip stocks [5]