位置：中游情绪：利好参考度：4/10
本周，人工智能（AI）颠覆担忧引发美股市场震荡，软件、房地产、卡车运输及金融服务等板块0010;股遭集中抛售。巴克莱银行警示，针对“AI易受影响企业”的快速抛售态势或短期延续，因市场恐慌情绪下投资者普遍秉持“先抛售、后思考”的交易逻辑。
巴克莱分析师埃马纽埃尔·考在报告中指出，美股近期虽展现一定韧性，但AI引发的颠覆性影响担忧持续升温，导致市场波动性与板块间分化特征愈发显著。
美股市场出现新分类逻辑：巴克莱认为，周期性与防御性等传统股票分类方式已“过时”，当前市场正以标的“AI免疫力或脆弱性”作为核心分类依据。该行进一步划分，大宗商品、工业、材料、医疗保健及消费品等实体资产与传统经济领域被视为“AI免疫领域€..
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