当地时间2月23日，国际商业机器公司（IBM）股价大幅下挫，成为人工智能技术飞速发展下最新的直 观受害者。此前，Anthropic宣布其旗下的Claude Code工具可用于对运行COBOL语言的老旧系统进行现 代化改造。长期以来，IBM一直销售针对大规模交易处理优化的大型主机系统，这类系统普遍使用 COBOL语言。 值得注意的是，进入2月，一场由人工智能（AI）技术进步引发的市场恐慌正在全球蔓延，软件板块首 当其冲。业内消息人士透露，当前人工智能对软件企业商业模式的冲击日益加剧，叠加融资成本上升和 贷款人审查趋严的双重压力，软件公司纷纷推迟债务发行计划。不过，有分析师指出，这可能是一 场"误杀"，现有软件巨头反而可能借此进化。 IBM股价大幅下挫，成为人工智能技术飞速发展下最新的直观受害者。此前，人工智能公司Anthropic宣 布其Claude Code产品推出新编程功能，实现商业编程语言COBOL的大部分研究分析工作自动化，引发 市场对IBM大型主机业务前景的担忧。COBOL相关业务正是IBM的核心业务之一。长期以来，IBM一 直销售针对大规模交易处理优化的大型主机系统，这类系统普遍使用COBOL语言。 ...

2月24日，在大盘回暖的背景下，软件板块却继续承压。Wind软件指数（882250.WI）当日下跌2.58%。 自1月中旬以来，投资者对AI颠覆性的长期不确定性，引发了一波软件股的抛售潮。中国市场的软件股也随之受到影响，1月13日至今，Wind软件指数已 累计下跌超12%。在业内看来，在AI浪潮下，传统软件公司既面临机遇，也不得不面临潜在的颠覆风险。 1月以来下跌超10% 市场对软件股的担忧在1月底就开始升温。1月12日，Anthropic推出了Claude大模型的Cowork工具及行业插件。这些覆盖法律、金融、销售、营销和数据 分析等多领域的插件，使AI能自主处理文件、编辑组织并自动化多步骤任务，其展现出的高度自主性，被视作对传统SaaS按用户账号收费模式的正面挑 战。 到2月初，市场开始担心AI可能不仅提升生产力，还可能替代传统软件功能（如自动化、内容生成、法律/数据分析等），引发了投资者对传统软件业务模 式的深度忧虑。 2月4日，全球软件股遭遇大规模抛售浪潮。据外媒报道，当周软件和服务类股票市值蒸发近1万亿美元，其中包括多个大型软件企业股价明显下挫。社交 媒体与策略报告的反复讨论，更是加剧了市场"先卖再 ...

IBM’s (IBM) volume on Monday was 19.52 million, 2.9 times higher than its 30-day average. This surge in volume led to a standard deviation of -3.46, the 15th-highest among bearish price surprises in yesterday’s trading. IBM stock finished the day down 13.15%. The move lower extends the tech giant’s losses in 2026. It’s now down over 24% and 31% from its Nov. 11, 2025, 52-week high of $341.90. While its shares have risen nearly 82% over the past five years, the current tech selloff suggests that IBM’s stoc ...

Shares of International Business Machines Corporation (IBM) are climbing about 5 percent on Tuesday morning trading over its collaboration with Deepgram, integrating the company's watsonx Orchestrate generative AI solution with Deepgram's speech-to-text and text-to-speech capabilities.The company's stock is currently trading at $235.18, up 5.30 percent or $11.93, over the previous close of $223.35 on the New York Stock Exchange. It has traded between $214.50 and $324.90 in the past one year.The integration ...

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The AI scare trade is taking no prisoners. And I mean no prisoners. IBM (IBM) shares sold off to the tune of 13.5% on Monday after Anthropic renewed fears that AI code assistants could disrupt legacy COBOL (Common Business-Oriented Language) workloads. Anthropic said in its new blog post that hundreds of billions of lines of COBOL remain in daily production across finance, airlines, and government. It argued that AI can now automate analysis tasks that historically made modernization slow and costly. CO ...

Paul Tudor Jones is no stranger to spotting macro turning points. But his firm, Tudor Investment‘s newest bet on International Business Machines Corp. (NYSE:IBM) is suddenly facing a test few investors saw coming.Paul Tudor Jones’ IBM Bet Meets AI RealityThe billionaire hedge fund manager initiated a new position in IBM in the fourth quarter of 2025, buying roughly 100,000 shares valued at about $29.6 million, with an average purchase price of $289.19, according to HedgeFollow. At the time, the move signale ...

Key Takeaways AI disruption fears sparked a broad selloff led by IBM and payment, delivery and software stocks.Energy and tanker shipping ETFs rose on oil strength and higher freight rates.Biotech strength and a bear ETF offered shelter as Wall Street turned volatile.Concerns about the disruptive impact of artificial intelligence resurfaced on Feb. 23, 2026, triggering a selloff in delivery, payments and software stocks. The wave of anxiety pushed International Business Machines (IBM) to its steepest declin ...

资讯日报：AI 担忧再挫软件股，IBM 创下逾 25 年来最大跌 幅 股票市场概览 港股市场表现 美股市场表现 2026 年 2 月 24 日 资讯日报 海外市场主要股市上日表现 | 指数 | 收盘价 | 日常跌 | 周常失 | 年初至今 湖铁 | | --- | --- | --- | --- | --- | | | | (%) | (%) | | | | | | | (%) | | 恒生指数 | 27,082 | 2.53 | 2.53 | 5.66 | | 恒生科技 | 5.385 | 3.34 | 3.34 | (2.37) | | 恒生国企 | 9.197 | 2.65 | 2.65 | 3.18 | | 上证指数 | 4.082 | 0.00 | 0.00 | 2.85 | | 日经225 | 56.826 | 0.00 | 0.00 | 12.88 | | 新加坡海峡 | 5.041 | 0.47 | 0.47 | 0.00 | | 标普500 | 6,838 | (1.04) | (1.04) | (0.11) | | 纳斯达克 | 22.627 | (1.13) | (1.13) | (2. ...

The Dow Jones Industrial Average (^DJI) was down 821.91 (-1.66%) points today, as the index retreated to 48,804.06. While Dow Futures (YM=F) was up 126.00 (+0.26%), the spot market struggled under the weight of significant losses in the technology and financial sectors. The dominant narrative was a sharp correction in enterprise tech sentiment following a major decline in IBM (IBM), coupled with renewed fears regarding consumer credit health that battered payment processors and major banks.The primary catal ...