美股三大指数集体收跌，“AI抢饭碗”引发软件股抛售，中概股多数走弱

Market Overview - The major indices experienced a decline, with the S&P 500 down 0.84% to 4,917.81 points, the Nasdaq Composite down 1.43% to 23,255.19 points, and the Dow Jones Industrial Average down 0.34% to 49,240.99 points [1] - Despite the overall market downturn, most S&P 500 constituents saw gains, with FedEx continuing its record rise and Walmart surpassing a market capitalization of $1 trillion for the first time [3] AI Impact on Software Stocks - A significant market movement occurred following the release of an AI legal plugin by Anthropic, which led to a sell-off in legal software companies and other software firms potentially at risk of AI replacement [3] - Notable declines included Gartner down 20.87%, Thomson Reuters down 15.67%, London Stock Exchange Group down 12.39%, and RELX down 14.13% [3] Performance of Key Stocks - Nvidia fell 2.84%, Google-A down 1.16%, Apple down 0.2%, Microsoft down 2.87%, and Amazon down 1.79% [5] - Palantir rose 6.85% after reporting earnings, while Teradyne surged 13.41% following a strong earnings report [5] Commodity and Resource Stocks - Resource stocks performed well, with Southern Copper up 11.74%, Freeport-McMoRan up 6.41%, and Energy Fuels up 16.56% [6] Chinese Stocks Performance - The Nasdaq Golden Dragon China Index fell 0.94%, with Alibaba down 2.81%, JD.com down 1.72%, and Baidu down 2.5% [7] Company-Specific News - Novo Nordisk's stock dropped 14.64% after announcing lower-than-expected sales forecasts due to patent expirations [8] - AMD's stock fell over 5% despite reporting better-than-expected earnings, with adjusted earnings per share of $1.53 and revenue of $10.27 billion [9] - Texas Instruments is reportedly in talks to acquire Silicon Laboratories for approximately $7 billion, leading to a 34% increase in Silicon Laboratories' stock [10] - HP's stock fell 4.09% to a near five-year low following the unexpected departure of its CEO [11] - Walmart's market capitalization reached $1 trillion, joining the "trillion-dollar club" [12] - Pandora's stock dropped 9.52% due to concerns over rising silver prices impacting consumer demand [13]