華爾街共識交易失靈，AI 恐慌引發市場波動
2026-02-14 08:31:50
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ChainCatcher 消息，据彭博社報導，華爾街進入 2026 年時投資者普遍持有創紀錄低水平的現金儲備和最小化對沖，但六週後多項共識交易已出現失誤。
AI 從"必勝"交易轉變為市場威脅，不是對開發 AI 的公司，而是對可能被 AI 取代的輕資產企業，如軟體公司、財富管理商和稅務顧問等。市場波動加劇，資產間聯動性增強，年初不被看好的能源、必需消費品和國債反而領跑市場。美銀調查顯示，投資者現金持有率創歷史新低 3.2%，近半數基金經理沒有任何下行保護措施。分析師警告，市場表面平靜下隱藏著巨大壓力，可能引發更多波動性衝擊事件。
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