卡车运输与物流类股正引领主要市场指数走低，投资者对人工智能可能带来的行业颠覆性冲击的担忧再度升温，引发抛售潮。
近期屡创新高的道琼斯运输业指数暴跌逾5%，势将创下去年4月特朗普总统发动关税战以来的最大单日跌幅。该指数涵盖的航空公司、铁路及货运公司等20只成分股全线下跌。物流巨头罗宾逊物流与莱帝运输遭受重创，午盘分别暴跌21%和18%。
此次抛售潮的导火索疑似源于佛罗里达州企业Algorhythm Holdings发布的公告。该公司宣称其子公司SemiCab使客户货运量激增300%以上，且"未相应增加运营人员编制"。根据证券备案文件，今年8月前该公司主营业务还是卡拉OK设备销售，后出售该业务并将原名"The Singing Machine Company"更改为现名。
值得注意的是，当航空、铁路及卡车运输股周四集体下挫之际，Algorhythm自身股价逆势飙涨逾30%，报收约1.18美元。
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