--- title: "The \"traditional economy\" sector of the US stock market makes a full comeback! The transportation industry becomes an \"anti-AI\" sector: irreplaceable by AI, strongly outperforming the market" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/275752411.md" description: "Driven by economic data and the cooling of artificial intelligence investments, the \"old economy\" sectors of the U.S. stock market have once again heated up, especially as the Dow Jones Transportation Average has outperformed the S&P 500 Index by 13 percentage points over the past month and a half. The transportation industry is seen as an \"anti-AI\" sector, as it cannot be replaced by artificial intelligence, attracting the attention of investors. Strong economic data and the expansion of manufacturing activities have further propelled the rise of this index, as investors seek diversified investments and turn to traditional economic fields" datetime: "2026-02-12T12:05:19.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/275752411.md) - [en](https://longbridge.com/en/news/275752411.md) - [zh-HK](https://longbridge.com/zh-HK/news/275752411.md) --- > 支持的语言: [English](https://longbridge.com/en/news/275752411.md) | [繁體中文](https://longbridge.com/zh-HK/news/275752411.md) # The "traditional economy" sector of the US stock market makes a full comeback! The transportation industry becomes an "anti-AI" sector: irreplaceable by AI, strongly outperforming the market According to the Zhitong Finance APP, the Dow Jones Transportation Average, which has lagged behind major U.S. stock indices for many years, has now emerged, outperforming the S&P 500 by 13 percentage points over the past month and a half, nearing its largest increase since the financial crisis. This index includes industry giants such as CSX Transportation (CSX.US), FedEx (FDX.US), Old Dominion Freight Line (ODFL.US), and United Airlines (UAL.US), with strong economic data and a trend of reducing holdings in tech giants driving the index's surge. ![552ae75c1853305e595767c4ead2d73.png](https://imageproxy.pbkrs.com/https://img.zhitongcaijing.com/image/20260212/1770897377430665.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) The demand for diversified investments among U.S. stock investors has increased the attractiveness of the "traditional economy" sector. Previously, concerns about the disruptive impact of artificial intelligence and the massive capital expenditure plans set by hyperscale data center operators for this technology prompted investors to withdraw from the tech sector and shift to other areas. Manufacturing data further reinforced this trend, bringing optimistic signals to investors seeking safer investments. Following the data released by the Institute for Supply Management last week, which showed that U.S. manufacturing activity expanded at the fastest pace since 2022 in January, the transportation index reached a new historical high. On Wednesday, the index rose slightly after a stronger-than-expected non-farm payroll report indicated that the labor market is stabilizing. ![920f7be67bee436dd6e0bdde13e6745.png](https://imageproxy.pbkrs.com/https://img.zhitongcaijing.com/image/20260212/1770897384394294.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) Sameer Samana, head of global equities and real assets at Wells Fargo Investment Institute, stated, "This industry is the most sensitive to economic conditions, as higher levels of economic activity mean that goods need to be transported domestically (and globally)." Investors are seeking alternative investments to AI-related stocks, and the strong economic situation "further reinforces the positive investment logic." The transportation industry is considered an "anti-AI" sector, with investors increasingly inclined to acquire companies whose main functions cannot be replicated by AI technology. Mark Hackett, chief market strategist at Nationwide, explained that recent data has further boosted transportation stocks in several ways. He stated, "It is evident that if manufacturing demand increases, then transportation demand will also inevitably increase." This also indicates that the overall economy is improving, which is a key technical signal for investors to buy stocks that will benefit first from the economic recovery. However, some have warned that future earnings may be limited, at least for some companies. Citigroup analyst Ariel Rosa downgraded the ratings of four trucking companies, including Old Dominion Freight Line, following the release of the ISM data Rosa wrote in a letter to clients that the improvement in the economic environment for these companies "has basically been reflected in their stock prices." Last week, Greg Swenson of Leuthold Group described the aviation, railway, and freight industries as "mixed." However, he is more optimistic about the prospects for air freight and logistics. Benchmark analyst Christopher Kuhn, who tracks trucking stocks, pointed out that the ISM Manufacturing Services Index has only expanded for one month, but if trucking demand rebounds, related companies will benefit quickly. He believes there is still room for growth in the trucking sector. Kuhn said, "As long as revenue grows a little bit, sales increase a little bit, and prices rise a little bit, you will see a significant amount of incremental profit reflected in net profit." ### 相关股票 - [iShares US Transportation ETF (IYT.US)](https://longbridge.com/zh-CN/quote/IYT.US.md) - [Dow Jones Transportation Average (.DJT.US)](https://longbridge.com/zh-CN/quote/.DJT.US.md) ## 相关资讯与研究 - [Jobless claims total 202,000, below estimate](https://longbridge.com/zh-CN/news/281528716.md) - [Freight Technologies Announces Strategic Update on Transition to AI-Powered, Software-First Logistics Technology Company](https://longbridge.com/zh-CN/news/281507812.md) - [Insig AI Plans Growth Drive and Eyes Nasdaq Dual Listing](https://longbridge.com/zh-CN/news/281311983.md) - [Energy Focus Advances Multi-Year AI Data Center Programs](https://longbridge.com/zh-CN/news/281041141.md) - [14:53 ETLattice Acquires Mandala Technology, Advancing the New Way to Work with People + AI](https://longbridge.com/zh-CN/news/281230817.md)