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Н Новости

Инвесторы избавляются от акций, по которым может ударить развитие ИИ

Влияние искусственного интеллекта на финансовые рынки США очевидно. Nvidia Corp.— самая дорогая компания в мире, её капитализация составляет почти 4,5 триллиона долларов. Стартапы, от OpenAI до Anthropic, привлекли десятки миллиардов долларов.

Однако у новой технологии есть и обратная сторона, на которую инвесторы всё чаще обращают внимание: она грозит перевернуть ситуацию в целых отраслях так же, как это сделал интернет. Как пишет Bloomberg, инвесторы начали делать ставки на то, где именно произойдёт этот переворот, избавляясь от акций компаний, которые, по мнению некоторых стратегов, столкнутся с падением спроса по мере внедрения ИИ.

Среди них — компании, занимающиеся веб-разработкой, такие как Wix.com Ltd., компания по обработке цифровых изображений Shutterstock Inc. и производитель программного обеспечения Adobe Inc. Они входят в корзину из 26 компаний, которые стратеги Bank of America определили как наиболее подверженные риску со стороны ИИ. С середины мая эта группа отстаёт от индекса S&P 500 примерно на 22 процентных пункта, хотя с момента запуска ChatGPT в конце 2022 года она более-менее следовала за рынком.

«Прорыв реален, — заявил Дэниел Ньюман, генеральный директор Futurum Group. - Мы думали, что это произойдёт в течение пяти лет. Похоже, что это произойдёт в течение двух. Компании, предоставляющие услуги с большой численностью персонала, будут очень уязвимы, даже если у них есть стабильный бизнес, основанный в прошлую эру технологий».

Пока что лишь немногие компании столкнулись с проблемами из-за распространения чат-ботов и так называемых агентов, которые умеют писать программный код, отвечать на сложные вопросы и создавать фотографии и видео. Но поскольку технологические гиганты вкладывают сотни миллиардов долларов в ИИ, инвесторы стали занимать более осторожную позицию.

Wix.com и Shutterstock упали на 33% в 2025 году по сравнению с ростом на 8,6% для широкого бенчмарка. Акции Adobe упали на 23% на фоне опасений, что клиенты будут искать платформы искусственного интеллекта, способные генерировать изображения и видео, как это уже сделала Coca-Cola, разместившая рекламу с использованием искусственного интеллекта. Акции ManpowerGroup Inc., чьи кадровые услуги могут пострадать от растущей автоматизации, в этом году упали на 30%, в то время как её конкурент Robert Half Inc. потерял более половины своей стоимости, достигнув минимума за более чем пять лет.

Ухудшение настроений среди инвесторов связано с тем, что ИИ меняет всё: от способов получения информации из интернета до работы учебных заведений. Даже компании, находящиеся в авангарде развития этой технологии, такие как Microsoft, сокращают рабочие места в связи с ростом производительности и необходимостью дополнительных инвестиций в ИИ. Многие аналитики технологической отрасли считают, что приближается время, когда ИИ станет настолько распространенным, что компании начнут уходить из бизнеса.

Обеспокоенность влиянием ИИ на существующие компании проявилась на прошлой неделе, когда акции Gartner Inc. подверглись распродажам после того, как исследовательская компания снизила свой прогноз выручки на год. За пять дней акции упали на 30%, что стало самым большим недельным падением за всю историю наблюдений. Аналитики поспешили указать в качестве причины проблем на ИИ, который, по опасениям инвесторов, может стать более дешевой альтернативой исследованиям и анализу Gartner, несмотря на то, что компания внедряет собственные инструменты на базе ИИ. В Morgan Stanley заявили, что результаты «подлили масла в огонь» в аргументах в пользу разрушительного воздействия ИИ.

Существует множество исторических прецедентов, когда новые технологии уничтожали целые отрасли. Телеграф уступил место телефонам, хлысты и повозки были вытеснены автомобилями, а уничтожение Blockbuster компанией Netflix Inc. стало примером разрушительного воздействия интернета.

«Есть множество сегментов рынка, которые могут быть фактически уничтожены ИИ, или, по крайней мере, отрасль столкнётся с серьёзными потрясениями, а компании станут ненужными, — заявил Адам Сархан, генеральный директор 50 Park Investments. - Любая компания, где вы платите кому-то за то, что ИИ может сделать быстрее и дешевле, потерпит крах. Вспомните графический дизайн, административную работу, анализ данных».

Пока многие компании, которые, как ожидалось, должны были пострадать от ИИ, процветают. Несмотря на то, что многие компании, использующие ИИ, предлагают услуги мгновенного перевода, Duolingo Inc., владелец приложения для изучения языков, резко выросла после повышения прогноза продаж на 2025 год, отчасти благодаря тому, как компания внедрила ИИ в свою стратегию. За последний год акции выросли примерно вдвое, но сохраняются опасения, что следующее поколение ИИ станет угрозой.

Инвестиции в развитие ИИ растут

Защитные действия инвесторов происходят на фоне того, что в этом году ИИ вновь стал доминирующей темой на фондовом рынке. Это разительно отличается от начала 2025 года, когда недорогие модели ИИ, разработанные в Китае, поставили под сомнение доминирование США в этой области и вызвали опасения, что расходы на вычислительное оборудование будут замедляться. Вместо этого крупнейшие технологические компании США удвоили расходы. Согласно оценкам аналитиков, собранным Bloomberg, ожидается, что четыре крупнейших компании вложат около 350 миллиардов долларов в совокупные капитальные затраты в текущем финансовом году, что почти на 50% больше, чем в предыдущем году. Значительная часть этих средств идёт на финансирование развития инфраструктуры ИИ, что выгодно таким компаниям, как Nvidia, чьи чипы доминируют на рынке вычислений с использованием ИИ.

Выявление компаний, уязвимых для этой технологии, требует более тщательного анализа. Alphabet рассматривается как одна из компаний, обладающая передовыми технологиями, высококвалифицированными специалистами и данными. Тем не менее, она входит в корзину рисков Bank of America, связанных с ИИ, и есть ощущение, что компания играет в обороне, защищая свою огромную долю на прибыльном рынке интернет-поиска.

Для других компаний риск представляется более очевидным. Акции рекламного агентства Omnicom Group Inc. в этом году упали на 15%, поскольку создание рекламы постепенно автоматизируется с помощью ИИ. Акции Peer WPP Plc упали более чем на 50%.

По словам Фила Фершта, генерального директора HFS Research, учитывая, что так много компаний сталкиваются с рисками из-за ИИ, эта инвестиционная тема, скорее всего, будет развиваться. «Уолл-стрит явно нервничает, — сказал Фершт. - Это будет жёсткий, беспощадный рынок».

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  • 12.10.25 21:36 blessing

    Writing this review is a joy. Marie has provided excellent service ever since I started working with her in early 2018. I was worried I wouldn't be able to get my coins back after they were stolen by hackers. I had no idea where to begin, therefore it was a nightmare for me. However, things became easier for me after my friend sent me to [email protected] and +1 7127594675 on WhatsApp. I'm happy that she was able to retrieve my bitcoin so that I could resume trading.

  • 13.10.25 01:11 elizabethrush89

    God bless Capital Crypto Recover Services for the marvelous work you did in my life, I have learned the hard way that even the most sensible investors can fall victim to scams. When my USD was stolen, for anyone who has fallen victim to one of the bitcoin binary investment scams that are currently ongoing, I felt betrayal and upset. But then I was reading a post on site when I saw a testimony of Wendy Taylor online who recommended that Capital Crypto Recovery has helped her recover scammed funds within 24 hours. after reaching out to this cyber security firm that was able to help me recover my stolen digital assets and bitcoin. I’m genuinely blown away by their amazing service and professionalism. I never imagined I’d be able to get my money back until I complained to Capital Crypto Recovery Services about my difficulties and gave all of the necessary paperwork. I was astounded that it took them 12 hours to reclaim my stolen money back. Without a doubt, my USDT assets were successfully recovered from the scam platform, Thank you so much Sir, I strongly recommend Capital Crypto Recover for any of your bitcoin recovery, digital funds recovery, hacking, and cybersecurity concerns. You reach them Call/Text Number +1 (336)390-6684 His Email: [email protected] Contact Telegram: @Capitalcryptorecover Via Contact: [email protected] His website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 13.10.25 01:11 elizabethrush89

    God bless Capital Crypto Recover Services for the marvelous work you did in my life, I have learned the hard way that even the most sensible investors can fall victim to scams. When my USD was stolen, for anyone who has fallen victim to one of the bitcoin binary investment scams that are currently ongoing, I felt betrayal and upset. But then I was reading a post on site when I saw a testimony of Wendy Taylor online who recommended that Capital Crypto Recovery has helped her recover scammed funds within 24 hours. after reaching out to this cyber security firm that was able to help me recover my stolen digital assets and bitcoin. I’m genuinely blown away by their amazing service and professionalism. I never imagined I’d be able to get my money back until I complained to Capital Crypto Recovery Services about my difficulties and gave all of the necessary paperwork. I was astounded that it took them 12 hours to reclaim my stolen money back. Without a doubt, my USDT assets were successfully recovered from the scam platform, Thank you so much Sir, I strongly recommend Capital Crypto Recover for any of your bitcoin recovery, digital funds recovery, hacking, and cybersecurity concerns. You reach them Call/Text Number +1 (336)390-6684 His Email: [email protected] Contact Telegram: @Capitalcryptorecover Via Contact: [email protected] His website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 14.10.25 01:15 tyleradams

    Hi. Please be wise, do not make the same mistake I had made in the past, I was a victim of bitcoin scam, I saw a glamorous review showering praises and marketing an investment firm, I reached out to them on what their contracts are, and I invested $28,000, which I was promised to get my first 15% profit in weeks, when it’s time to get my profits, I got to know the company was bogus, they kept asking me to invest more and I ran out of patience then requested to have my money back, they refused to answer nor refund my funds, not until a friend of mine introduced me to the NVIDIA TECH HACKERS, so I reached out and after tabling my complaints, they were swift to action and within 36 hours I got back my funds with the due profit. I couldn’t contain the joy in me. I urge you guys to reach out to NVIDIA TECH HACKERS on their email: [email protected]

  • 14.10.25 08:46 robertalfred175

    CRYPTO SCAM RECOVERY SUCCESSFUL – A TESTIMONIAL OF LOST PASSWORD TO YOUR DIGITAL WALLET BACK. My name is Robert Alfred, Am from Australia. I’m sharing my experience in the hope that it helps others who have been victims of crypto scams. A few months ago, I fell victim to a fraudulent crypto investment scheme linked to a broker company. I had invested heavily during a time when Bitcoin prices were rising, thinking it was a good opportunity. Unfortunately, I was scammed out of $120,000 AUD and the broker denied me access to my digital wallet and assets. It was a devastating experience that caused many sleepless nights. Crypto scams are increasingly common and often involve fake trading platforms, phishing attacks, and misleading investment opportunities. In my desperation, a friend from the crypto community recommended Capital Crypto Recovery Service, known for helping victims recover lost or stolen funds. After doing some research and reading multiple positive reviews, I reached out to Capital Crypto Recovery. I provided all the necessary information—wallet addresses, transaction history, and communication logs. Their expert team responded immediately and began investigating. Using advanced blockchain tracking techniques, they were able to trace the stolen Dogecoin, identify the scammer’s wallet, and coordinate with relevant authorities to freeze the funds before they could be moved. Incredibly, within 24 hours, Capital Crypto Recovery successfully recovered the majority of my stolen crypto assets. I was beyond relieved and truly grateful. Their professionalism, transparency, and constant communication throughout the process gave me hope during a very difficult time. If you’ve been a victim of a crypto scam, I highly recommend them with full confidence contacting: 📧 Email: [email protected] 📱 Telegram: @Capitalcryptorecover Contact: [email protected] 📞 Call/Text: +1 (336) 390-6684 🌐 Website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 14.10.25 08:46 robertalfred175

    CRYPTO SCAM RECOVERY SUCCESSFUL – A TESTIMONIAL OF LOST PASSWORD TO YOUR DIGITAL WALLET BACK. My name is Robert Alfred, Am from Australia. I’m sharing my experience in the hope that it helps others who have been victims of crypto scams. A few months ago, I fell victim to a fraudulent crypto investment scheme linked to a broker company. I had invested heavily during a time when Bitcoin prices were rising, thinking it was a good opportunity. Unfortunately, I was scammed out of $120,000 AUD and the broker denied me access to my digital wallet and assets. It was a devastating experience that caused many sleepless nights. Crypto scams are increasingly common and often involve fake trading platforms, phishing attacks, and misleading investment opportunities. In my desperation, a friend from the crypto community recommended Capital Crypto Recovery Service, known for helping victims recover lost or stolen funds. After doing some research and reading multiple positive reviews, I reached out to Capital Crypto Recovery. I provided all the necessary information—wallet addresses, transaction history, and communication logs. Their expert team responded immediately and began investigating. Using advanced blockchain tracking techniques, they were able to trace the stolen Dogecoin, identify the scammer’s wallet, and coordinate with relevant authorities to freeze the funds before they could be moved. Incredibly, within 24 hours, Capital Crypto Recovery successfully recovered the majority of my stolen crypto assets. I was beyond relieved and truly grateful. Their professionalism, transparency, and constant communication throughout the process gave me hope during a very difficult time. If you’ve been a victim of a crypto scam, I highly recommend them with full confidence contacting: 📧 Email: [email protected] 📱 Telegram: @Capitalcryptorecover Contact: [email protected] 📞 Call/Text: +1 (336) 390-6684 🌐 Website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 14.10.25 08:46 robertalfred175

    CRYPTO SCAM RECOVERY SUCCESSFUL – A TESTIMONIAL OF LOST PASSWORD TO YOUR DIGITAL WALLET BACK. My name is Robert Alfred, Am from Australia. I’m sharing my experience in the hope that it helps others who have been victims of crypto scams. A few months ago, I fell victim to a fraudulent crypto investment scheme linked to a broker company. I had invested heavily during a time when Bitcoin prices were rising, thinking it was a good opportunity. Unfortunately, I was scammed out of $120,000 AUD and the broker denied me access to my digital wallet and assets. It was a devastating experience that caused many sleepless nights. Crypto scams are increasingly common and often involve fake trading platforms, phishing attacks, and misleading investment opportunities. In my desperation, a friend from the crypto community recommended Capital Crypto Recovery Service, known for helping victims recover lost or stolen funds. After doing some research and reading multiple positive reviews, I reached out to Capital Crypto Recovery. I provided all the necessary information—wallet addresses, transaction history, and communication logs. Their expert team responded immediately and began investigating. Using advanced blockchain tracking techniques, they were able to trace the stolen Dogecoin, identify the scammer’s wallet, and coordinate with relevant authorities to freeze the funds before they could be moved. Incredibly, within 24 hours, Capital Crypto Recovery successfully recovered the majority of my stolen crypto assets. I was beyond relieved and truly grateful. Their professionalism, transparency, and constant communication throughout the process gave me hope during a very difficult time. If you’ve been a victim of a crypto scam, I highly recommend them with full confidence contacting: 📧 Email: [email protected] 📱 Telegram: @Capitalcryptorecover Contact: [email protected] 📞 Call/Text: +1 (336) 390-6684 🌐 Website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 15.10.25 18:07 crypto

    Cryptocurrency's digital realm presents many opportunities, but it also conceals complex frauds. It is quite painful to lose your cryptocurrency to scam. You can feel harassed and lost as a result. If you have been the victim of a cryptocurrency scam, this guide explains what to do ASAP. Following these procedures will help you avoid further issues or get your money back. Communication with Marie ([email protected] and WhatsApp: +1 7127594675) can make all the difference.

  • 15.10.25 21:52 harristhomas7376

    "In the crypto world, this is great news I want to share. Last year, I fell victim to a scam disguised as a safe investment option. I have invested in crypto trading platforms for about 10yrs thinking I was ensuring myself a retirement income, only to find that all my assets were either frozen, I believed my assets were secure — until I discovered that my BTC funds had been frozen and withdrawals were impossible. It was a devastating moment when I realized I had been scammed, and I thought my Bitcoin was gone forever, Everything changed when a close friend recommended the Capital Crypto Recover Service. Their professionalism, expertise, and dedication enabled me to recover my lost Bitcoin funds back — more than €560.000 DEM to my BTC wallet. What once felt impossible became a reality thanks to their support. If you have lost Bitcoin through scams, hacking, failed withdrawals, or similar challenges, don’t lose hope. I strongly recommend Capital Crypto Recover Service to anyone seeking a reliable and effective solution for recovering any wallet assets. They have a proven track record of successful reputation in recovering lost password assets for their clients and can help you navigate the process of recovering your funds. Don’t let scammers get away with your hard-earned money – contact Email: [email protected] Phone CALL/Text Number: +1 (336) 390-6684 Contact: [email protected] Website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 15.10.25 21:52 harristhomas7376

    "In the crypto world, this is great news I want to share. Last year, I fell victim to a scam disguised as a safe investment option. I have invested in crypto trading platforms for about 10yrs thinking I was ensuring myself a retirement income, only to find that all my assets were either frozen, I believed my assets were secure — until I discovered that my BTC funds had been frozen and withdrawals were impossible. It was a devastating moment when I realized I had been scammed, and I thought my Bitcoin was gone forever, Everything changed when a close friend recommended the Capital Crypto Recover Service. Their professionalism, expertise, and dedication enabled me to recover my lost Bitcoin funds back — more than €560.000 DEM to my BTC wallet. What once felt impossible became a reality thanks to their support. If you have lost Bitcoin through scams, hacking, failed withdrawals, or similar challenges, don’t lose hope. I strongly recommend Capital Crypto Recover Service to anyone seeking a reliable and effective solution for recovering any wallet assets. They have a proven track record of successful reputation in recovering lost password assets for their clients and can help you navigate the process of recovering your funds. Don’t let scammers get away with your hard-earned money – contact Email: [email protected] Phone CALL/Text Number: +1 (336) 390-6684 Contact: [email protected] Website: https://recovercapital.wixsite.com/capital-crypto-rec-1

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