阿里巴巴跌2.8%、京东跌1.7%、百度跌2.5%、理想汽车涨2.9%、小鹏汽车涨4%

Core Viewpoint - The market experienced a shift towards cyclical and value stocks, with major indices declining due to concerns over AI's impact on jobs and rising tensions between the US and Iran [1] Market Performance - Despite the overall decline in indices, most S&P 500 component stocks rose on Tuesday, with FedEx continuing its record rise and Walmart surpassing a market cap of $1 trillion for the first time [2] - The S&P 500 index fell by 0.84% to 6917.81 points, the Nasdaq Composite dropped by 1.43% to 23255.19 points, and the Dow Jones Industrial Average decreased by 0.34% to 49240.99 points [1] AI Impact on Software Stocks - The release of an AI legal plugin by Anthropic triggered a sell-off in legal software companies, leading to significant declines in stocks such as Gartner (-20.87%), Thomson Reuters (-15.67%), and others [4] - The plugin is designed to cover various legal workflows, including contract review and compliance checks [4] Notable Stock Movements - Major tech stocks saw declines, with Nvidia down 2.84%, Google-A down 1.16%, and Microsoft down 2.87%, while Walmart rose by 2.94% [5] - Palantir's stock increased by 6.85% following its earnings report, and Teradyne surged by 13.41% after exceeding analyst expectations [5] Commodity and Resource Stocks - Resource stocks performed well, with Southern Copper rising by 11.74% and Energy Fuels increasing by 16.56%, driven by a general rise in commodity prices [6] - The White House announced that Trump's strategic mineral reserve project will cover over 50 critical minerals [6] Chinese Stocks Performance - Chinese stocks mostly declined, with the Nasdaq China Golden Dragon Index falling by 0.94%, including Alibaba down 2.81% and JD down 1.72% [7]