深潮TechFlow|2月 04, 2026 10:28
[JPMorgan: AI Impact Concerns Intensify, Software Stock Sell-Off Continues to Spread]
Deep Tide TechFlow reports, on February 4th, Wednesday, software stocks and other sectors perceived as potentially impacted by advancements in artificial intelligence continued to face sell-offs, showing no signs of easing. JPMorgan stated that investor pessimism is still intensifying. JPMorgan analyst Toby Ogg said: 'The environment we are in now is no longer "presumed guilty until proven innocent," but rather being convicted without trial.' After meeting with over 50 investors in Europe and the U.S. over the past two weeks, Ogg noted that they have significantly reduced their holdings in software stocks over the past 12 to 18 months. In a client report, he stated that even after the recent pullback, 'overall, the willingness to step in and buy remains low.' (Jin10)
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