Barclays warns that AI-driven sell-off momentum is intensifying.

Odaily Bank stated that the AI-driven market sell-off may continue as investors adopt a "sell first, think later" approach. Analyst Emmanuel Cau pointed out that while the market as a whole remains resilient, concerns about the disruptive impact of AI are exacerbating sector divergence. Traditional labels like cyclical and defensive stocks are no longer relevant; stocks are now categorized based on perceptions of their "AI immunity" or "susceptibility to AI." Commodities, industrials, healthcare, and consumer goods are considered relatively less affected by AI. Media, software, financial services, logistics, commercial real estate, and parts of the technology sector are considered riskier, and despite strong earnings momentum, the sell-off is becoming increasingly indiscriminate. Barclays warned that the pressure is spreading to the credit markets and putting pressure on the banking sector. This trend may be difficult to contain in the short term, but long-term opportunities are emerging. (Golden Ten)