金色财经
金色财经|2月 15, 2026 16:10
[Analyst: AI Risks Dominate the Market, Investors Sell Off Related Stocks] According to a report by Jinse Finance, despite strong corporate earnings growth this quarter, company executives and investors are entirely focused on another issue: the threats posed by artificial intelligence. Analysis shows that mentions of AI disruption risks by corporate management have nearly doubled compared to the previous quarter. Although AI risks have not yet significantly lowered earnings expectations, investors are no longer waiting on the sidelines and have begun selling off stocks of any companies perceived to be at risk. Roberto Scholtes, Head of Strategy at Spain's Singular Bank, stated that the market, as always, shoots first and asks questions later. Investors have decided to shift the burden of proof onto companies, which will continue to suffer heavy losses until they can ultimately prove themselves as winners. Jean-Edwin Reya, a fund manager at France's Sunny Asset Management, noted that the trend is clear: anything digital is vulnerable. From a stock market perspective, the physical world offers more short-term certainty than the digital space.
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