美国互联网：AI 领域看空叙事加剧，但市场正寻底企稳US Internet AI bear narratives compound, but finding a floor

on 05-Mar-2026 5 March 2026 US Emerging Internet US Internet: AI bear narratives compound, but finding a floor? Nikhil Devnani, CFA +1 917 344 8425 nikhil.devnani@bernsteinsg.com Mark Shmulik +1 917 344 8508 mark.shmulik@bernsteinsg.com Nathan Gee +1 917 344 8573 nathan.gee@bernsteinsg.com Wenhuan Chang +1 917 344 8546 wenhuan.chang@bernsteinsg.com Deeksha Pandey +1 917 344 8447 deeksha.pandey@bernsteinsg.com Internet stocks have de-rated on a combination of rotation away from tech and worsening AI sentimen ...