但关键在于，以OpenAI和Anthropic为首的AI企业正频繁释放信号，影响投资者情绪。例如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后，此举导致IBM股价大跌，因为COBOL相关业务正是IBM的核心业务之一。
President Donald Trump has ordered all US government agencies to stop using Claude and other Anthropic services, escalating an already volatile feud between the Department of Defense and company over AI safeguards. Taking to Truth Social on Friday afternoon, the president said there would be a six-month phase out period for federal agencies, including the Defense Department, to migrate off of Anthropic's products.
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