消息面上，美国股市周二下跌，科技股抛售拖累标普500指数和纳斯达克综合指数明显走低，投资者对 人工智能相关投入的回报前景愈发谨慎。值得关注的是，AI明星公司Anthropic发布的一款法律工作流 插件。该插件能够处理合同审查、合规检查、文档生成等企业法务任务，其发布直接引发了对相关软件 公司被替代的担忧。 AI概念股下挫，应用软件股领跌。截至发稿，浪潮数字企业(00596)跌6.33%，报4.44港元；金山软件 (03888)跌6.03%，报27.42港元；中国软件国际(00354)跌4.48%，报4.69港元。 ...

资讯日报：新一轮 AI 替代风险引发美国软件股抛售潮 股票市场概览 港股市场表现 美股市场表现 ⚫ 美东时间2月3日，美国三大股指全线收低。市场风格向周期 及价值股切换、新一轮AI替代风险引发的软件股抛售潮，以 及美伊对峙局势升温，共同构成了主要压力。尽管指数表现 2026 年 2 月 4 日 资讯日报 海外市场主要股市上日表现 | 指数 | 收盘价 | 日常跌 | 間微跌 | 年初至今 湖铁 | | --- | --- | --- | --- | --- | | | | (%) | (%) | | | | | | | (%) | | 恒生指数 | 26.835 | 0.22 | (2.02) | 4.70 | | 恒生科技 | 5.467 | (1.07) | (4.39) | (0.88) | | 恒生国企 | 9.053 | 1 (0.30) | (2.83) | 1.56 | | 上证指数 | 4.068 | 1.29 | (1.22) | 2.49 | | 日2225 | 54.721 | 3.92 | 2.62 | 8.70 | | 新加坡海峡 | 4,944 | 1.06 | 0.79 | 0. ...

Group 1 - The core viewpoint of the article highlights a decline in AI concept stocks, particularly in application software, with notable drops in companies like Inspur Digital Enterprise, Kingsoft, and China Software International [1] - Inspur Digital Enterprise (00596) fell by 6.33% to HKD 4.44, Kingsoft (03888) decreased by 6.03% to HKD 27.42, and China Software International (00354) dropped by 4.48% to HKD 4.69 [1] - The decline in the US stock market, particularly in technology stocks, has negatively impacted the S&P 500 and Nasdaq Composite indices, leading to increased caution among investors regarding the returns on investments related to artificial intelligence [1] Group 2 - The release of a legal workflow plugin by AI company Anthropic, capable of handling tasks such as contract review, compliance checks, and document generation, has raised concerns about the potential replacement of related software companies [1]