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 announcement by Algorhythm Holdings regarding its AI logistics platform has triggered significant panic in the logistics sector, leading to a sharp decline in stock prices across the industry, reflecting deep-seated fears about AI's potential to disrupt traditional business models [3][5][10]. Group 1: Market Reaction - The logistics sector experienced a severe sell-off, with the Russell 3000 trucking index dropping by 6.6%, and major players like CH Robinson and Landstar System seeing declines of 15% and 16% respectively [3][5]. - The sell-off marked the worst single-day performance for the sector since April of the previous year, indicating a broader market shift from enthusiasm for AI to fear of its disruptive potential [5][10]. - The Nasdaq 100 index fell by 2%, and there were significant declines in gold, silver, and cryptocurrencies, suggesting a widespread risk-off sentiment in the market [5][10]. Group 2: Company Background and Transformation - Algorhythm Holdings, previously known as The Singing Machine Company, announced its transition to an AI logistics company, claiming its SemiCab platform could increase freight volume by 300% to 400% without adding staff [8][9]. - The CEO, Gary Atkinson, attributed the shift to the impact of tariffs on imports of karaoke equipment from China, which harmed the original business model [8]. - Despite reporting quarterly sales of less than $2 million and a net loss of nearly $3 million, the company's stock surged by 82% following the announcement, highlighting the extreme market reaction [8][9]. Group 3: Analyst Perspectives - Analysts noted that the current market sentiment represents a fundamental shift, with even traditionally resilient sectors like transportation now vulnerable to AI-related fears [7][11]. - Concerns have emerged that AI could eliminate the intermediary role of trucking brokers, which has led to significant declines in their stock prices [11][12]. - Some analysts argue that the market's reaction is disproportionate to the actual risks, suggesting that the sell-off may reflect an overreaction rather than a rational assessment of the situation [12][13].