引爆美股“黑色星期四”的导火索，是这家市值600万美元的“小公司”

Core Viewpoint - The logistics sector in the U.S. experienced a significant sell-off due to fears surrounding AI's potential to disrupt traditional industries, triggered by a small company, Algorhythm Holdings Inc., claiming its AI logistics platform could increase freight volume by 300% to 400% without adding operational staff [1][4][5]. Group 1: Market Reaction - The Russell 3000 trucking index fell by 6.6%, with major players like CH Robinson Worldwide Inc. dropping 15% and Landstar System Inc. declining by 16% [1][3]. - The sell-off marked the worst single-day performance for the logistics sector since April of the previous year, spreading to pharmaceutical distributors and European markets, with McKesson Corp. and Cardinal Health Inc. both down around 4% [3]. - The Nasdaq 100 index also fell by 2%, indicating a broader market retreat from AI enthusiasm to fear of its disruptive potential [3]. Group 2: Company Background - Algorhythm Holdings, previously known as The Singing Machine Company Inc., announced its transition to an AI logistics company, driven by losses in its original business due to tariffs on imports [4]. - Despite reporting quarterly sales of less than $2 million and a net loss of nearly $3 million, Algorhythm's stock surged by 82% following the announcement, ultimately closing up 30% at $1.08 [4]. Group 3: Industry Sentiment - The logistics sector is the latest to be impacted by AI panic, following similar trends in real estate, software, and private credit sectors [5]. - Analysts noted a fundamental shift in market sentiment, with traditional industries previously seen as "AI-resistant" now facing significant declines [7]. - Concerns center around AI potentially eliminating the intermediary role of truck brokers, leading to substantial losses in the sector [6]. Group 4: Analyst Perspectives - Some analysts argue that the market's reaction is disproportionate to the actual risks, suggesting that the sell-off reflects an emotional response rather than a rational assessment of the situation [8]. - Barclays analysts defended companies like CH Robinson, indicating that the market's reaction does not align with the underlying risks [8]. - There is a consensus that while AI's long-term impact is significant, the immediate stock market reactions are often exaggerated and emotional [8].