集体跳水！美股爆发AI恐慌性抛售，英伟达市值一夜蒸发超8000亿元

Market Overview - On February 3, the U.S. stock market experienced a decline across all three major indices, with the Nasdaq index dropping as much as 2.39% during the day. The S&P 500 index fell by 0.84% to 4,917.81 points, the Nasdaq composite index decreased by 1.43% to 23,255.19 points, and the Dow Jones Industrial Average dropped by 0.34% to 49,240.99 points. The Nasdaq index nearly erased its gains from the previous year [2]. Technology Sector Performance - Among the seven major U.S. tech companies, only Microsoft saw an increase, while Nvidia, Facebook, and Amazon all experienced declines exceeding 2%. Nvidia's stock fell by 2.84%, resulting in a market value loss of $128.1 billion (approximately 88.88 billion RMB) [2][3]. AI Impact on Software Stocks - The release of a new AI legal plugin by Anthropic triggered a sell-off in software stocks, affecting companies that may be replaced by AI. Legal software and data service companies were particularly impacted, with Thomson Reuters experiencing a drop of 20.7% during the day and closing down over 15%. The Wind U.S. Software Services Index fell by 4.10%, with most component stocks declining [5][4]. Broader Market Sentiment - Despite the significant declines in the software sector, most S&P 500 component stocks closed higher. FedEx continued its record rise, and Walmart became the first company to surpass a market capitalization of $1 trillion. Analysts noted that the market is experiencing turbulence beneath a seemingly calm surface, with investors concerned about U.S. corporate spending on AI while also hoping for broader economic growth to drive market performance [5]. Gold Market Reaction - Following the stock market downturn, international gold prices rebounded, with COMEX gold futures nearing $5,000 per ounce. The U.S. metals sector saw gains, with Southern Copper rising over 11% and AngloGold increasing by more than 6% [5]. Geopolitical Concerns - Ray Dalio, founder of Bridgewater Associates, warned of a potential "capital war" amid escalating geopolitical tensions and high market volatility. He emphasized that despite recent historical sell-offs in precious metals, gold remains the best place to store funds [6].