卡车运输和房地产股成为AI恐慌交易的最新受害者，周五盘前走势乏力

Group 1: Logistics Sector - Logistics stocks were significantly impacted by concerns over artificial intelligence, particularly following the launch of Algorhythm Holdings' new tool, SemiCab, which claims to be the "smoothest transportation platform globally" [2] - Major logistics companies C.H. Robinson Worldwide and RXO both saw their stocks drop by 20% on Thursday, with C.H. Robinson rebounding slightly by 0.7% in pre-market trading on Friday, while RXO continued to decline by 1.5% [2] - Expeditors International experienced a drop of over 16% on Thursday, with its pre-market trading price remaining flat [3] - J.B. Hunt Transport Services fell by 9% on Thursday and further declined by 0.6% in early Friday trading, while XPO's latest drop was 1% [4] Group 2: Real Estate Sector - The sell-off in commercial real estate companies continued into a second day, with CBRE Group being one of the hardest hit, down 0.6% in pre-market trading on Friday [6] - Jones Lang LaSalle saw a slight decline before Friday's opening, while Hudson Pacific Properties remained flat after experiencing drops of nearly 8% and 4% respectively on Thursday [6] - SL Green Realty dropped by 5% on Thursday but rebounded by 0.4% in pre-market trading on Friday [7] Group 3: Software Sector - Software stocks, which were at the center of a historic sell-off the previous week, also faced declines on Thursday, with mixed performance in early Friday trading [8] - Palantir continued its downward trend, falling by 1.5%, while Autodesk and Salesforce both saw minor declines of 0.1% [9] - The iShares Expanded Tech-Software Sector ETF (IGV) dropped approximately 3% on Thursday and was down 0.3% in the latest trading, having entered a bear market last month with a year-to-date decline of about 23% [9] - All "Tech Seven" stocks closed lower on Thursday, with most continuing to decline in early Friday trading, led by Tesla's 0.8% drop [9] - UBS strategists noted that the latest developments highlight the transformative potential of AI, suggesting that it should be a key component of investors' portfolios, and advised diversification across sectors and regions [9][11]