更新于：2026年2月27日 / 美国东部时间下午4:51 / CBS/美联社
周五，由于通胀数据高于预期以及对人工智能经济影响的担忧加剧，股市全线下滑。
标准普尔500指数下跌30点，跌幅0.4%，收于6,879点；道琼斯工业平均指数暴跌521点，跌幅1.1%；以科技股为主的纳斯达克综合指数当日下跌0.9%。
此前公布的生产者价格指数（衡量商品到达消费者前的价格变化）显示，美国批发价格1月份同比上涨2.9%，远高于经济学家预期的1.6%。专家指出，这一高于预期的通胀数据可能会促使美联储推迟降息。
与此同时，由于美国和伊朗在潜在核协议问题上的紧张局势升级，油价也攀升。特朗普总统威胁称，如果伊朗不同意限制其核能力，美国将对其发动袭击。
美国基准原油每桶价格上涨2.8%，收于67.02美元；国际标准布伦特原油每桶上涨2.4%，收于72.48美元。
人工智能相关担忧震动华尔街
上周五，对人工智能破坏效应的担忧持续困扰华尔街，投资者抛售了那些可能被人工智能驱动的竞争对手取代的软件公司股票。
金融公司爱德华琼斯的高级研究分析师洛根·普尔克在周五的电子邮件中表示：“一年前，普遍认为生成式人工智能将推动该行业的销售和整体增长。现在，市场叙事已经转变，投资者相信生成式人工智能将取代所有现有软件。”
Cash App和Square背后的Block公司给市场带来了一个潜在信号：首席执行官杰克·多尔西宣布裁员近一半，从约10,000名员工减至6,000名。该公司股价周五飙升16.8%。
多尔西在宣布Block最新盈利结果的致投资者信中表示：“智能工具改变了创办和运营一家公司的意义。我们在内部已经看到了这一点。一个规模小得多的团队，使用我们正在开发的工具，能够做得更多、更好。”
Block是最新一家将裁员的部分原因归咎于向人工智能转型的公司。今年早些时候，Pinterest和陶氏化学也做出了类似的裁员声明。
能够取代人类的人工智能工具可能会取代整个公司，或者至少侵蚀其利润空间。对人工智能破坏的担忧已导致被视为潜在受威胁的股票出现突然而迅速的抛售，这种抛售席卷了卡车物流和法律服务等不同行业。
痛苦也蔓延到了向软件公司放贷的私募股权公司，这些公司需要抵御人工智能威胁以维持偿债能力。例如，阿波罗全球管理公司股价下跌8.5%。
Wedbush Securities分析师丹·艾夫斯反驳了人工智能将使传统软件公司过时的观点。
“虽然这些应用场景令人印象深刻，但现实是，这些新的人工智能工具不会彻底颠覆现有的软件生态系统和数据环境，这些人工智能工具的价值取决于其可获取的数据范围。”艾夫斯在本周早些时候的研究报告中表示。
华尔街的赢家
在华尔街，赢家是Netflix，该流媒体公司放弃了收购华纳兄弟探索公司的工作室和流媒体业务的计划，转而与派拉蒙斯凯登斯达成交易，股价上涨13.8%。派拉蒙斯凯登斯在本周早些时候将对华纳兄弟探索公司的出价提高到每股31美元，其股价周五上涨20.8%，而华纳兄弟探索公司股价下跌2.2%。
在债券市场，10年期美国国债收益率为3.96%。通胀报告公布后，收益率曾短暂走高，但较周四晚间的4.02%有所回落。当市场紧张时，投资者转向更安全的投资，国债收益率通常会下跌。
Stocks slump as inflation, AI worries rattle investors
Updated on: February 27, 2026 / 4:51 PM EST / CBS/AP
Stocks slid on Friday as higher-than-expected inflation data and mounting fears about artificial intelligence’s economic impact weighed on investors.
The S&P 500 fell 30 points, or 0.4%, to close at 6,879, while the Dow Jones Industrial Average tumbled 521 points, or 1.1%. The tech-heavy Nasdaq Composite sank 0.9% on the day.
The losses followed the release of the Producer Price Index, which measures price changes before they reach consumers. Inflation at the U.S. wholesale level rose 2.9% in January on an annualized basis, much higher than the 1.6% that economists had expected. The hotter-than-expected reading could persuade the Federal Reserve to hold off on rate cuts, experts noted.
Oil prices also climbed as tensions between the United States and Iran escalated over a potential nuclear deal. President Trump has threatened to attack Iran if the country does not agree to rein in its nuclear capabilities.
The price for a barrel of benchmark U.S. crude rose 2.8% to settle at $67.02, while Brent crude, the international standard, rose 2.4% to $72.48 per barrel.
AI-related fears shake Wall Street
Fears over AI disruptions that escalated last week continued to rattle Wall Street on Friday, with investors dumping stocks of software companies they suspect could get supplanted by AI-powered competitors.
“A year ago, the prevailing thought was that generative AI would provide a boost to sales and overall growth in this sector,” Logan Purk, a senior research analyst at financial firm Edward Jones, said in an email Friday. “Now the narrative has shifted, and investors believe generative AI will replace all software currently being used.”
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Block, the company behind Cash App and Square, gave a potential signal of what AI could do after CEO Jack Dorsey said he was cutting its workforce by nearly half, from around 10,000 employees to 6,000. The company’s stock jumped 16.8% on Friday.
“Intelligence tools have changed what it means to build and run a company,” Dorsey said in a letter to investors while announcing Block’s latest profit results. “We’re already seeing it internally. A significantly smaller team, using the tools we’re building, can do more and do it better.”
Block is the latest company to cite a shift to AI as part of its rationale for layoffs. Pinterest and Dow made similar declarations earlier this year when they announced job cuts.
Capable AI tools that can replace humans could also replace entire companies, or at least eat away at their profit margins. Fears about AI disruption have been causing sudden and swift sell-offs for stocks seen as potentially under threat, rolling through industries as different as trucking logistics and legal services.
The pain has also filtered out to private-equity companies that have lent money to software companies, which need to withstand the AI threat to keep repaying their debt. Apollo Global Management, for example, dropped 8.5%.
Wedbush Securities analyst Dan Ives has pushed back against the notion that AI will make legacy software companies obsolete.
“While these use cases are impressive, the reality is that these new AI tools will not rip and replace existing software ecosystems and data environments, with these AI tools only as useful as the data it can reach,” Ives said in a research note earlier this week.
Winners on Wall Street
On the winning side of Wall Street was Netflix, which climbed 13.8% after the streaming company dropped its bid to buy Warner Bros. Discovery’s studio and streaming business, paving the way for a deal with Paramount Skydance.
Netflix walked away after Paramount Skydance, which owns CBS News, raised its bid for Warner Bros. Discovery to $31 per share earlier this week. Paramount Skydance shares climbed 20.8% on Friday, while Warner Bros. Discovery fell 2.2%.
In the bond market, the yield on the 10-year Treasury was at 3.96%. It briefly swiveled higher following the inflation report, but it’s down from its 4.02% level late Thursday. Treasury yields often fall when nervousness is high and investors are moving into investments that are considered safer.
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