[新聞] The AI threat wrecked software stocks
原文標題：
The AI threat wrecked software stocks. Now financial stocks look next with LPL closing 8% lower
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原文連結：
https://reurl.cc/LQ8QXL
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發布時間：
PUBLISHED TUE, FEB 10 20262:10 PM EST
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記者署名：
Michelle Fox
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原文內容：Shares of financial services firms tanked Tuesday after the launch of a new tax planning tool powered by artificial intelligence that promises to do the work “within minutes.”
LPL Financial
closed 8.31% lower after tumbling 11% in midday trading, while Charles Schwab
fell 7.42% and Raymond James Financial
lost 8.75% amid fears that AI will disrupt their industry next. Morgan Stanley
dropped 2.4%.
Tech platform Altruist announced the offering within its AI platform, Hazel, and said it “helps advisors create fully personalized tax strategies for clients by reading and interpreting their 1040s, paystubs, account statements, meeting notes, emails, and custodial and CRM data, and applying deep tax logic to the analysis.”
It appears investors are worried about AI replacing some of the profitable offerings of established financial advisor firms, or at the very least, eating away at their margins.
We saw this earlier this year with the software stocks after Anthropic’s latest AI model appeared able to be allow businesses to do legal work and build programs for which they would otherwise pay an expensive license.
The iShares Expanded Tech-Software ETF (IGV)
is down by 19% this year as shares of companies like ServiceNow and LegalZoom cratered.
The iShares U.S. Broker-Dealers and Securities ETF
was off by 3.13% on Tuesday.
GPT 翻譯：
金融服務公司的股價在週二大跌，原因是一款由人工智慧驅動的新稅務規劃工具推出，該工具聲稱可以在「幾分鐘內」完成相關工作。
LPL Financial 收盤下跌 8.31%，盤中一度重挫 11%；Charles Schwab 下跌 7.42%，Raymond James Financial 下跌 8.75%。在市場擔憂 AI 可能成為下一個顛覆該產業的因素下，Morgan Stanley 也下跌了 2.4%。
科技平台 Altruist 在其 AI 平台 Hazel 中宣布推出這項服務，並表示該工具能夠透過讀取並解析客戶的 1040 報稅表、薪資單、帳戶對帳單、會議紀錄、電子郵件，以及保管與 CRM 資料，並運用深度稅務邏輯進行分析，協助顧問為客戶制定完全個人化的稅務策略。
投資人似乎擔心，AI 可能會取代傳統財務顧問公司部分高獲利的服務，或至少侵蝕其利潤空間。
今年稍早在軟體產業中也出現過類似情況，當時 Anthropic 最新的 AI 模型似乎能讓企業完成原本需要支付高額授權費的法律工作與程式開發，導致相關軟體股承壓。
今年以來，iShares Expanded Tech-Software ETF（IGV）已下跌 19%，ServiceNow 和 LegalZoom 等公司的股價大幅下挫。
而 iShares 美國券商與證券 ETF 在週二也下跌了 3.13%。
心得/評論：
華爾街這是什麼邏輯
一下AI泡沫了
一下AI把軟體/金融取代了
這兩個邏輯怎麼有辦法同時存在
軟體/金融股跌 也沒看到AI股大漲
--
Sent from nPTT on my iPhone 12 Pro
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