印度IT股票在2026年2月12日暴跌,
Indian IT stocks plunged on Feb. 12, 2026, amid AI fears and weak U.S. jobs data, triggering a broad market decline.
印度IT股量在2026年2月12日急剧下降, 尼夫提IT指数下降超过4%, 降到四个月的低点, 原因是担心AI工具如人类学的Claude Cowork(Claude Cowork)正在将核心服务自动化, 例如法律审查和数据分析, 威胁到传统收入模式。
Indian IT stocks fell sharply on February 12, 2026, with the Nifty IT index dropping over 4% to a four-month low, driven by fears that AI tools like Anthropic’s Claude Cowork are automating core services such as legal reviews and data analysis, threatening traditional revenue models.
更大的市场也下跌,尼夫提50和BSE Sensex各下降0.4%左右。
The broader market declined as well, with the Nifty 50 and BSE Sensex each falling around 0.4%.
美国的就业数据比预期的要强,降低了对美联储即将削减利率的希望,并且一夜之间信息技术发展成果下降5.2%,这激起了人们的担忧。
Concerns were fueled by stronger-than-expected U.S. jobs data, reducing hopes for an imminent Federal Reserve rate cut, and a 5.2% drop in IT ADRs overnight.
该部门在2026年初损失了11.4%,在2025年损失了12.6%,包括TCS、Infosys和Wipro等大公司在内的主要公司带头出售。
The sector has lost 11.4% in early 2026 and 12.6% in 2025, with major firms including TCS, Infosys, and Wipro leading the sell-off.