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Lombard Odier 亚洲 CIO John Woods 认为 AI 股票抛售由仓位驱动
John Woods Sees AI Selloff as Positioning-Driven
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Lombard Odier 亚洲首席投资官兼亚洲投资解决方案主管 John Woods 认为，AI 相关股票大幅回调是由仓位驱动的修正，并非市场基本面恶化的信号。
正文
Nov 6th, 2026
John Woods Sees AI Selloff as Positioning-Driven
Lombard Odier Asia CIO & Asia Investment Solutions Head John Woods says the sharp pullback in AI-exposed stocks is a positioning-driven correction rather than a sign of deteriorating market fundamentals.
来源：Bloomberg Markets · bloomberg.com