The US AI startup giant Anthropic has recently launched an AI productivity tool specifically designed for corporate legal teams, a move that directly caused significant fluctuations in the global legal software and information services industry's stock prices. Market analysts believe that the launch of this tool marks a substantive phase in AI's threat to traditional media and information service business models.

受影响 by this news, the relevant sectors in the European and American markets suffered heavy losses. The US stock of RELX, a major legal publisher, fell by about 14% at one point, directly impacting its legal and business information services; meanwhile, the European stock of Dutch publisher Wolters Kluwer also dropped by more than 11%. The market panic did not stop at the legal industry. Due to concerns that AI will reshape the entire data analysis field, credit bureau Experian, financial data service provider London Stock Exchange Group (LSEG), and industry benchmarks such as Thomson Reuters all experienced price drops ranging from 8% to 11%.

According to Anthropic, the new tool aims to automate legal work. Its core functions include complex contract reviews, classification and handling of non-disclosure agreements (NDAs), drafting of legal briefs, and templated responses to common inquiries. Although Anthropic specifically emphasized that the plugin does not provide final legal advice, which still requires review by licensed lawyers, its efficient automation capabilities have still raised concerns among investors about the future prospects of traditional software service providers.

This market turbulence is not an isolated incident. Just last week, due to weak guidance from German software giant SAP and concerns raised by Google DeepMind's AI tool Project Genie in the gaming industry, related sectors have been under pressure. Financial institution analysts pointed out that the current market's reaction to AI's uncertainty shows a defensive attitude of "selling first, asking later," and the sentiment in the entire software sector is in a highly sensitive period.

Key Points:

  • ⚖️ Anthropic has launched an enterprise-level legal AI tool capable of automating core tasks such as contract review, NDA classification, and legal brief writing.

  • 📉 European and American data service stocks faced a selling spree, with industry giants like RELX, Thomson Reuters, and Wolters Kluwer experiencing drops exceeding 10%.

  • ⚠️ The market is concerned that AI technology is accelerating the disruption of traditional business models in the media, legal, and financial information industries, causing investor sentiment to turn highly alert.