以下文章来源于航通社 ，作者航通社 本文作者：书航 ，头图来自：AI生成 进入2月，全球软件股遭遇一次似曾相识的抛售。 2月4日，汤森路透创下史上最大单日跌幅15.8%，LegalZoom暴跌近20%，RELX下跌14%，FactSet 下跌10.5%，Salesforce和Workday也出现明显下跌。标普500软件与服务指数连续五个交易日下跌近 13%，较10月高点跌去26%。有交易员将此称为"SaaSpocalypse"——SaaS的末日。 起因是1月13日，Anthropic推出了Claude Cowork，这是把交互不友好的Claude Code的主要能力， 向非技术用户下放的通用AI智能体 （Agent） ，可以读取、编辑和创建用户电脑上的文件。1月30 日，Anthropic为Cowork推出了11个开源插件，涵盖法律、金融、销售、市场营销等垂直领域。 航通社 . 你应该知道的历史、现在和未来 | lishuhang.me | @lishuhang 一个超级简单的结论就产生了：如果Claude Cowork的用户能用自然语言下令，获得和购买使用超高 价企业软件同等水平的结果，那么软件巨头们的专业 ...

Shares of Amazon, which had announced a $200 billion capital expenditure outlay, slid 7% on Friday, while Alphabet lost 3% after the company said on Wednesday that capital spending could double this year. Meta Platforms was down ‌1.3%. Other heavyweight technology ‌companies, however, were trading higher: Nvidia rose 7%, Microsoft gained 1% and Tesla was up 4%. The benchmark S&P 500 added 1.6% while the Nasdaq rose 2% although both indexes are set to ‌finish the week lower. "The market's viewpoint is that ...

London's FTSE 100 ticked higher on Friday, as gains in heavyweight lenders offset another slide in data analytics firm RELX, which joined a global selloff this week on fears over disruption from advan... ...

Core Viewpoint - Shares in European legal publishing companies experienced a significant decline as investors reacted to the introduction of new tools by artificial intelligence provider Anthropic [1] Group 1 - The decline in shares indicates a negative market sentiment towards European legal publishing companies following the AI advancements [1]

在 Anthropic于其GitHub页面发布该工具后，励讯集团(RELX Plc)和威科集团(Wolters Kluwer NV)的跌幅 均超过10%。培生集团(Pearson Plc)的股价也有所下滑。 在人工智能初创公司Anthropic为企业内部律师推出一款新工具后，欧洲法律软件及出版公司的股价纷 纷下跌。 受人工智能颠覆性影响而受到冲击的股票大幅下跌 Anthropic表示，该工具可以实现合同审查、保密协议(NDA)分类、简报撰写以及模板化回复等法律工作 的自动化。 尽管如此，该公司警告称，该插件并不提供法律建议。公司表示："在将其作为法律决策的依据之前， AI生成的分析报告应由执业律师进行审核。" 此次股价下跌正值被认为易受AI冲击的公司普遍受挫之际。瑞银集团的一篮子"欧洲AI风险股"周二一度 下跌4.7%，创下历史新低。 ...

Core Insights - LexisNexis Risk Solutions has launched LexisNexis IDVerse for Insurance, an AI-powered solution designed to combat AI-driven fraud in the insurance sector, particularly for U.S. personal lines insurers [1][2] Industry Context - The U.S. Department of Homeland Security projects that losses from generative AI-enabled fraud could reach $40 billion by 2027, highlighting the increasing sophistication of fraud techniques that challenge traditional verification methods [3] Product Features - IDVerse for Insurance utilizes biometric verification, proprietary AI models, and deep neural networks to authenticate and verify identity documents and digital identities quickly at various points in the insurance workflow, including quoting, claims, and customer service [2][4] - The solution aims to reduce fraud risk, enhance efficiency, and protect profitability by automating real-time identity verification, which is seamlessly integrated into the insurance process [2][4] - Key features of IDVerse include biometric face matching, liveness checks, automated decision-making with yes/no verification results, global document coverage, and contextual AI learning that adapts to evolving threats [6] Market Demand - U.S. insurers face increasing pressure to provide seamless digital experiences while ensuring security, as advanced technologies are exploited by fraudsters [4] - The need for sophisticated countermeasures is critical as fraud tools evolve, necessitating insurance companies to adopt advanced technologies like IDVerse to maintain security and enhance customer experience [4]

Core Viewpoint - RELX PLC has experienced significant selling pressure, resulting in a 6.7% decline over the past four weeks, but analysts anticipate improved earnings in the near future [1] Group 1: Technical Analysis - The Relative Strength Index (RSI) is utilized to determine if a stock is oversold, with a reading below 30 indicating oversold conditions [2] - RELX's current RSI reading is 28.31, suggesting that the heavy selling may be nearing exhaustion, indicating a potential rebound [5] Group 2: Fundamental Analysis - Analysts have raised earnings estimates for RELX, with a 3.2% increase in the consensus EPS estimate over the last 30 days, which typically correlates with price appreciation [7] - RELX holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks, indicating strong potential for a turnaround [8]

FedRAMP milestone underscores long-standing trust, leadership, and commitment to rigorous federal security standards The FedRAMP "In Process" designation confirms that LexisNexis Risk Solutions is actively undergoing the rigorous security assessment required for cloud service providers handling federal data, including comprehensive third-party assessment, system security documentation review, and sustained engagement with the FedRAMP Program Management Office. WASHINGTON, Jan. 27, 2026 /PRNewswire/ -- Lexis ...

Core Insights - U.S. vehicle brand loyalty remains steady at 51.4% in 2025, reflecting resilience despite challenges such as higher vehicle prices and evolving electric vehicle (EV) options [1][5][6] Brand Loyalty - The analysis indicates that brand loyalty is critical, with overall U.S. vehicle brand loyalty holding at 51.4%, a 0.4 percentage point increase year-over-year [2][5] - Toyota leads the industry with a loyalty rate of 60.2%, supported by stronger hybrid retention, while Tesla's loyalty has decreased to 55.9% due to increased competition in the EV market [6][5] Influencing Factors - Average new vehicle prices exceeded $50,000, and incentives dropped to 6.7% of the average transaction price, impacting consumer purchasing behavior [5][11] - Fuel-type loyalty among EV repurchasers fell significantly from 82.7% in September to 58.3% in December, while gasoline loyalty increased from 80% to 83% during the same period [5][6] Market Dynamics - Ten automotive brands surpassed the industry average loyalty rate of 51.4% in 2025, indicating varied performance across brands [5] - Loyalty in key segments like Large Pickup (54.8%) and Compact SUV (53.0%) increased, reaching their highest levels in years despite rising costs [11] EV Adoption and Retention - EV brand loyalty decreased from 76% in 2024 to 73% in 2025, highlighting the need for automakers to adapt their retention strategies as consumer fuel preferences evolve [11] - The transition to EVs is slower than anticipated due to policy uncertainties and changes in emissions standards [11] Ownership Experience - As EVs reduce the need for routine dealer service visits, automakers are encouraged to enhance post-sale engagement and deliver value throughout the entire ownership lifecycle [11]

Group 1 - Aoris Investment Management's "Aoris International Fund" Q3 2025 investor letter reported a 6.5% rise in global equity markets, represented by the MSCI AC World Accumulation Index ex Australia, in AUD for the September quarter [1] - The fund's Class A (Unhedged) returned -2.6% after fees, while Class C (Hedged) declined by 1.0%, both underperforming their respective benchmarks [1] - The letter highlighted RELX PLC (NYSE:RELX) as a key stock, which provides information-based analytics and decision tools for various professional markets [2][3] Group 2 - RELX PLC's one-month return was 1.51%, but it experienced a 10.70% decline in value over the last 52 weeks, closing at $40.98 per share with a market capitalization of $74.525 billion [2] - Concerns were raised regarding the impact of AI on RELX's business model, as some investors believe AI could undermine its position by allowing data scraping from the internet [3] - Despite being recognized as a potential investment, RELX is not among the 30 most popular stocks among hedge funds, with 28 hedge fund portfolios holding it at the end of Q3, an increase from 20 in the previous quarter [4]