<p>投资者对人工智能（AI）在各个行业可能引发的动荡表现出越来越大的担忧。因此，他们正在撤回对他们认为存在风险的公司的投资。</p>
<p><strong>发生了什么</strong>：<strong>Wix.com Ltd.</strong>、<strong>Shutterstock Inc.</strong> 和 <strong>Adobe Inc.</strong> 被美国银行的策略师认定为最容易受到 AI 干扰的公司。</p>
<p>彭博社报道，这些公司自 5 月中旬以来的表现落后于标准普尔 500 指数约 22 个百分点。</p>
<p><strong>Daniel Newman</strong>，Futurum Group 的首席执行官告诉媒体：“这种干扰是真实存在的。” 他进一步指出，员工人数较多的服务型企业尤其脆弱，即使它们在之前的科技时代表现良好。</p>
<p>投资者的防御性立场在 Wix.com 和 Shutterstock 等公司的表现中得以体现，这些公司的股价在 2025 年已下跌至少 33%。</p>
<p>由于担心客户会转向能够生成图像和视频的 AI 平台，Adobe 的股价也下跌了 23%。</p>
<p>根据摩根士丹利的说法，这些结果 “进一步加剧了 AI 干扰的论点”，而贝尔德则对 “AI 风险可能产生影响” 感到 “逐渐担忧”。</p>
<p>另请阅读：Meta 刚刚支付 2.5 亿美元吸引这位 24 岁的 AI 天才：这是战略举措还是权力游戏？</p>
<p>热门投资机会</p>
<p>“市场上有很多领域可能会被 AI 彻底摧毁，或者至少行业将经历极端的干扰，公司将变得无关紧要，”<strong>Adam Sarhan</strong>，50 Park Investments 的首席执行官说。</p>
<p>“任何你支付给某人去做的事情，而 AI 可以更快、更便宜地完成的公司都将被淘汰。想想图形设计、行政工作、数据分析，” 他补充道。</p>
<p><strong>为什么这很重要</strong>：尽管对 AI 影响的担忧日益加剧，但一些预计会受到 AI 负面影响的公司却在蓬勃发展。</p>
<p>例如，语言学习应用 Duolingo Inc.的股票在过去一年中翻了一番，部分原因是其成功将 AI 融入其战略。</p>
<p>然而，投资者的防御性举措凸显了 AI 在今年决定股市赢家和输家的主导作用。</p>
<p>像 <strong>Microsoft Corp.</strong> 和 <strong>Meta Platforms Inc.</strong> 这样的科技巨头正在大力投资 AI，进一步加剧了市场对这一技术的关注。</p>
<p>阅读下一篇</p>
<p>苹果的无声革命——AI 医生、营养科技和新的零售负责人</p>
<p>图片来源：Shutterstock/YAKOBCHUK V</p>

微软

<p>投资者越来越多地撤出那些被认为容易受到人工智能（AI）干扰的公司，如 Wix.com、Shutterstock 和 Adobe，自 5 月中旬以来，这些公司的表现比标准普尔 500 指数低了 22 个百分点。对于那些拥有大量员工的服务型企业，担忧尤为严重。尽管如此，一些公司如 Duolingo 通过将 AI 融入其战略而蓬勃发展。市场正在经历重大转变，微软和 Meta 等科技巨头正在大力投资于 AI，影响着各个行业的股票表现</p>

<p>Investors are exhibiting growing concerns over the potential upheaval caused by artificial intelligence (AI) in various sectors. As a result, they are pulling out their investments from companies they perceive to be at risk.</p>
<div class="lb-trans"><p>投资者对人工智能（AI）在各个行业可能引发的动荡表现出越来越大的担忧。因此，他们正在撤回对他们认为存在风险的公司的投资。</p>
</div><p><strong>What Happened</strong>: Companies such as <strong>Wix.com Ltd.</strong>, <strong>Shutterstock Inc.</strong>, and <strong>Adobe Inc.</strong> ADBE have been identified by Bank of America strategists as most susceptible to AI disruption.</p>
<div class="lb-trans"><p><strong>发生了什么</strong>：<strong>Wix.com Ltd.</strong>、<strong>Shutterstock Inc.</strong> 和 <strong>Adobe Inc.</strong> 被美国银行的策略师认定为最容易受到 AI 干扰的公司。</p>
</div><p>These firms have underperformed the S&amp;P 500 Index by roughly 22 percentage points since mid-May, reports the Bloomberg.</p>
<div class="lb-trans"><p>彭博社报道，这些公司自 5 月中旬以来的表现落后于标准普尔 500 指数约 22 个百分点。</p>
</div><p><strong>Daniel Newman</strong>, CEO of the Futurum Group told the outlet, “The disruption is real.” He further noted that service-based businesses with a high headcount are particularly vulnerable, even if they were successful in the previous tech era.</p>
<div class="lb-trans"><p><strong>Daniel Newman</strong>，Futurum Group 的首席执行官告诉媒体：“这种干扰是真实存在的。” 他进一步指出，员工人数较多的服务型企业尤其脆弱，即使它们在之前的科技时代表现良好。</p>
</div><p>Investors’ defensive stance is reflected in the performance of companies like Wix.com and Shutterstock, which have seen their shares drop by at least 33% in 2025.</p>
<div class="lb-trans"><p>投资者的防御性立场在 Wix.com 和 Shutterstock 等公司的表现中得以体现，这些公司的股价在 2025 年已下跌至少 33%。</p>
</div><p>Adobe’s shares have also fallen by 23% due to fears that clients will turn to AI platforms that can generate images and videos.</p>
<div class="lb-trans"><p>由于担心客户会转向能够生成图像和视频的 AI 平台，Adobe 的股价也下跌了 23%。</p>
</div><p>According to the Morgan Stanley, the results &#34;added fuel to the AI disruption case,&#34; while Baird was left &#34;incrementally concerned AI risks are having an impact.&#34;</p>
<div class="lb-trans"><p>根据摩根士丹利的说法，这些结果 “进一步加剧了 AI 干扰的论点”，而贝尔德则对 “AI 风险可能产生影响” 感到 “逐渐担忧”。</p>
</div><p>Also Read: Meta Just Paid $250M To Lure This 24-year-old AI Whiz Kid: A Strategic Move Or A Power Play?</p>
<div class="lb-trans"><p>另请阅读：Meta 刚刚支付 2.5 亿美元吸引这位 24 岁的 AI 天才：这是战略举措还是权力游戏？</p>
</div><p>Trending Investment Opportunities</p>
<div class="lb-trans"><p>热门投资机会</p>
</div><p>&#34;There are a lot of pockets of the market that could be basically annihilated by AI, or at least the industry will see extreme disruption, and companies will be rendered irrelevant,&#34; said <strong>Adam Sarhan</strong>, chief executive officer at 50 Park Investments.</p>
<div class="lb-trans"><p>“市场上有很多领域可能会被 AI 彻底摧毁，或者至少行业将经历极端的干扰，公司将变得无关紧要，”<strong>Adam Sarhan</strong>，50 Park Investments 的首席执行官说。</p>
</div><p>&#34;Any company where you're paying someone to do something that AI can do faster and cheaper will be wiped out. Think graphic design, administrative work, data-analysis,&#34; he added.</p>
<div class="lb-trans"><p>“任何你支付给某人去做的事情，而 AI 可以更快、更便宜地完成的公司都将被淘汰。想想图形设计、行政工作、数据分析，” 他补充道。</p>
</div><p><strong>Why It Matters</strong>: Despite the growing anxiety about AI’s impact, some companies expected to be negatively affected by AI are thriving.</p>
<div class="lb-trans"><p><strong>为什么这很重要</strong>：尽管对 AI 影响的担忧日益加剧，但一些预计会受到 AI 负面影响的公司却在蓬勃发展。</p>
</div><p>For instance, language-learning app Duolingo Inc. has seen its stock double over the past year, partly due to its successful integration of AI into its strategy.</p>
<div class="lb-trans"><p>例如，语言学习应用 Duolingo Inc.的股票在过去一年中翻了一番，部分原因是其成功将 AI 融入其战略。</p>
</div><p>However, the defensive moves by investors underscore the dominant role AI has played in determining winners and losers in the stock market this year.</p>
<div class="lb-trans"><p>然而，投资者的防御性举措凸显了 AI 在今年决定股市赢家和输家的主导作用。</p>
</div><p>Tech giants like <strong>Microsoft Corp.</strong> MSFT and <strong>Meta Platforms Inc.</strong> FB are investing heavily in AI, further intensifying the market’s focus on this technology.</p>
<div class="lb-trans"><p>像 <strong>Microsoft Corp.</strong> 和 <strong>Meta Platforms Inc.</strong> 这样的科技巨头正在大力投资 AI，进一步加剧了市场对这一技术的关注。</p>
</div><p>Read Next</p>
<div class="lb-trans"><p>阅读下一篇</p>
</div><p>Inside Apple’s Silent Revolution—AI Doctors, Nutrition Tech, And A New Retail Boss</p>
<div class="lb-trans"><p>苹果的无声革命——AI 医生、营养科技和新的零售负责人</p>
</div><p>Image: Shutterstock/YAKOBCHUK V</p>
<div class="lb-trans"><p>图片来源：Shutterstock/YAKOBCHUK V</p>
</div>

Investors Flee Companies Seen as Most at Risk From Artificial Intelligence

- 投资者对人工智能可能带来的行业动荡表示担忧，纷纷撤资。  
- Bank of America 指出 Wix.com、Shutterstock 和 Adobe 等公司最易受影响。  
- 尽管有些公司如 Duolingo 在 AI 领域表现良好，但整体市场仍受 AI 影响显著。  

投资者正在逃离那些被认为最容易受到人工智能影响的公司