港股异动 | AI概念股下挫 市场担忧新一轮AI替代风险 隔夜美国软件股现抛售潮
智通财经网·2026-02-04 02:01

Group 1 - The core viewpoint of the article highlights a decline in AI concept stocks, particularly in application software, with notable drops in companies like Inspur Digital Enterprise, Kingsoft, and China Software International [1] - Inspur Digital Enterprise (00596) fell by 6.33% to HKD 4.44, Kingsoft (03888) decreased by 6.03% to HKD 27.42, and China Software International (00354) dropped by 4.48% to HKD 4.69 [1] - The decline in the US stock market, particularly in technology stocks, has negatively impacted the S&P 500 and Nasdaq Composite indices, leading to increased caution among investors regarding the returns on investments related to artificial intelligence [1] Group 2 - The release of a legal workflow plugin by AI company Anthropic, capable of handling tasks such as contract review, compliance checks, and document generation, has raised concerns about the potential replacement of related software companies [1]

港股异动 | AI概念股下挫 市场担忧新一轮AI替代风险 隔夜美国软件股现抛售潮 - Reportify