关税、AI双重“暴击”，三大股指全线大跌｜美股一线

Group 1: Market Impact - The U.S. stock market experienced a significant decline, with the S&P 500 index falling by 1.04% to 6837.75 points, the Nasdaq composite dropping by 1.13% to 22627.27 points, and the Dow Jones Industrial Average decreasing by 1.66% to 48804.06 points on February 23 [1] - Concerns over tariffs and AI developments have contributed to market volatility, leading to a trend of "sell first, ask questions later" among investors [1] Group 2: Tariff Policy - The Biden administration is focusing on extending tariff measures rather than expediting refunds, implementing a temporary global 15% tariff for 150 days while utilizing traditional tools to build new tariff barriers [1][3] - The uncertainty surrounding U.S. tariff policies is negatively affecting market risk appetite, with analysts indicating that the Supreme Court ruling does not signal a trade easing [3] Group 3: AI Developments and Company Impact - Anthropic's AI programming tool "Claude Code" aims to modernize legacy systems using COBOL, which is critical for IBM's business, leading to a significant drop in IBM's stock by over 13%, marking its largest single-day decline since 2000 [2] - The introduction of "Claude Code Security" by Anthropic, which scans for security vulnerabilities, has also negatively impacted stock prices of various cybersecurity companies [2] Group 4: Economic Outlook - The U.S. economy showed signs of cooling, with a projected annualized quarterly growth rate of 1.4% for Q4 2025, attributed to tariff policies and government shutdowns [4] - Despite a 2.2% overall growth in 2025, the economic situation appears unstable, with a 45% chance of recession predicted due to slow job growth and rising consumer defaults [5]