\nTemerile investitorilor c\u0103 noile instrumente de inteligen\u0163\u0103 artificial\u0103 vor \u00eenlocui o parte din produsele software existente au provocat mar\u0163i una dintre cele mai ample v\u00e2nz\u0103ri din sector, cu pierderi combinate de circa 300 de miliarde de dolari pe doi indici S&P care urm\u0103resc ac\u0163iunile companiilor de software, date financiare \u015fi burse, potrivit Wall Street Journal.<\/p>\n
\nDeclinul a pornit diminea\u0163\u0103, dup\u0103 ce Anthropic – compania care dezvolt\u0103 modelul AI Claude – a anun\u0163at ad\u0103ugarea de instrumente juridice \u00een asistentul s\u0103u Cowork, destinate automatiz\u0103rii unor sarcini de redactare \u015fi cercetare juridic\u0103. Ac\u0163iunile Thomson Reuters au sc\u0103zut cu aproape 16%, Legalzoom.com cu circa 20%, iar London Stock Exchange Group cu aproape 13%.<\/p>\n
\nP\u00e2n\u0103 la pr\u00e2nz, v\u00e2nz\u0103rile s-au extins \u00een tot sectorul software. PayPal a pierdut peste 20%, Expedia circa 15%, iar EPAM Systems, Equifax \u015fi Intuit au sc\u0103zut toate cu peste 10%.<\/p>\n
\n\u201eDac\u0103 lucrurile avanseaz\u0103 at\u00e2t de rapid cum auzim de la OpenAI \u015fi Anthropic, va fi o problem\u0103. Investitorii \u00eencep s\u0103 vizeze orice companie care ar putea fi perturbat\u0103, adic\u0103 toate tipurile de aplica\u0163ii software”, a declarat Art Hogan, strategul-\u015fef de pia\u0163\u0103 al B. Riley Wealth Management, pentru WSJ.<\/p>\n
\nV\u00e2nz\u0103rile au lovit \u015fi fondurile de investi\u0163ii private care au acumulat expunere pe software \u00een ultimii ani. Ac\u0163iunile Ares Management \u015fi Blue Owl Capital au sc\u0103zut cu peste 9%, KKR cu aproape 10%, iar Apollo \u015fi Blackstone cu peste 4,5%. Software-ul reprezint\u0103 acum circa 20% din investi\u0163iile fondurilor de tip BDC (business development companies), fa\u0163\u0103 de aproximativ 10% \u00een 2016, conform datelor Barclays.<\/p>\n
\n\u201eNu este o problem\u0103 de credit privat sau de lichiditate. Este schimbarea care se \u00eent\u00e2mpl\u0103 \u00een economie. Po\u0163i fi o companie software dominant\u0103 care este sistemul de referin\u0163\u0103 \u015fi poate te confrun\u0163i cu riscul perturb\u0103rii din partea AI”, a declarat Jon Gray, pre\u015fedintele Blackstone, la evenimentul WSJ Invest Live.<\/p>\n
\nIndicele Nasdaq Composite a sc\u0103zut cu 1,4%, S&P 500 cu 0,8%, iar Dow Jones cu 0,3%. V\u00e2nzarea nu a fost generalizat\u0103 – cinci din cele 11 sectoare ale S&P 500 au \u00eenchis pe plus.
\n <\/p>\n","protected":false},"excerpt":{"rendered":"
Temerile investitorilor c\u0103 noile instrumente de inteligen\u0163\u0103 artificial\u0103 vor \u00eenlocui o parte din produsele software existente au provocat mar\u0163i una dintre cele mai ample v\u00e2nz\u0103ri din sector, cu pierderi combinate de circa 300 de miliarde de dolari pe doi indici S&P care urm\u0103resc ac\u0163iunile companiilor de software, date financiare \u015fi burse, potrivit Wall Street Journal.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[7172,16199,7216,368,235,201,10982,11056,8789,7724,275,449,161,461,270,447,17226,7212,6280],"class_list":["post-244867","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-actiuni","tag-anunt","tag-bursa","tag-burse","tag-business","tag-companii","tag-dezvoltator","tag-financiar","tag-fond","tag-indici","tag-inlocuire","tag-inteligenta","tag-miliarde","tag-pierdere","tag-provocare","tag-soft","tag-temeri","tag-vanzari","tag-wsj"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/244867","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=244867"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/244867\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=244867"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=244867"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=244867"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}