卡车经纪公司RXO INC（RXO）在今日夜盘交易中股价大幅下挫7.39%，成为市场关注的焦点。
此次下跌与整个卡车运输和物流板块的抛售潮同步。消息面上，市场对人工智能（AI）可能颠覆传统商业模式的担忧持续蔓延。AI技术公司Algorhythm近期报告称，其AI平台能显著提升货运效率而无需增加人员，这引发了投资者对RXO等传统物流服务提供商商业模式可持续性的深切忧虑，导致资金从该板块撤离。
除了RXO，同期C.H. Robinson、Landstar System等多家物流公司股价也出现两位数跌幅，显示此次抛售具有行业普遍性。尽管有分析认为AI的威胁可能被短期夸大，但市场情绪显然受到冲击，投资者正在重新评估高收费、劳动密集型行业在AI时代的前景。
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