2026년 2월 14일 · Unknown · financial · 출처 Yahoo Finance
With Wall Street worried artificial intelligence is coming for white-collar jobs, hard-hat and other “real economy” stocks are suddenly fashionable again. It has been a difficult few weeks for stocks that look vulnerable to AI disruption, with selloffs rocking everything from software to financials to media. “The relative winner is asset-heavy cash returners,” wrote 22V Research President Dennis DeBusschere in a note Friday, highlighting strong performance of materials, energy, real estate investment trusts, and staples—all sectors that have outperformed the , which is essentially flat in 2026.
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