--- title: "The AI software index closed down more than 2.7%, with component stocks Palantir, MongoDB, and Adobe performing the worst, while Micron Tech rose over 10%, performing well in the information technology sector" description: "On Friday (January 2), the Information Technology Index rose 1.33%, closing at 273.02 points. Micron Tech surged over 10%, marking its best single-day performance since April. The AI Software Index fe" type: "news" locale: "en" url: "https://longbridge.com/en/news/271368173.md" published_at: "2026-01-02T23:18:46.000Z" --- # The AI software index closed down more than 2.7%, with component stocks Palantir, MongoDB, and Adobe performing the worst, while Micron Tech rose over 10%, performing well in the information technology sector > On Friday (January 2), the Information Technology Index rose 1.33%, closing at 273.02 points. Micron Tech surged over 10%, marking its best single-day performance since April. The AI Software Index fell more than 2.7%, with component stocks Palantir, MongoDB, and Adobe performing the worst. The AI Winners Index increased by 1.45%, with component stock NuScale rising 15.10% On Friday (January 2), the Information Technology Index rose 1.33%, closing at 273.02 points. Component stocks Sandisk rose 15.95%, CleanSpark rose 14.13%, Micron Tech rose 10.51%—the best single-day performance since April, Western Digital rose 8.96%, Lam Research, Astera Labs, D-Weeave Quantum, QUBT, Teradata, and Intel rose between 8.11% and 6.72% to enter the top ten performers, while DocuSign fell 5.19%, the third largest decline, Palantir fell 5.56%, and Applovin fell 8.24%. The AI Winners Index rose 1.45%, closing at 285.72 points. Component stocks NuScale rose 15.10%, Oklo rose 8.42%, leading alongside Micron Tech, while ServiceNOW fell 3.75%, the fourth largest decline, Salesforce fell 4.26%, MongoDB fell 4.77%, and Palantir performed the worst. The AI Software Pioneers Index fell 2.75%, closing at 120.95 points. Component stocks Palantir, MongoDB, and Adobe led the decline, with three component stocks rising, Oracle rose 0.41%, C3.ai rose 2%, and Synopsys rose 2.28% ### Related Stocks - [MU.US - Micron Tech](https://longbridge.com/en/quote/MU.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 大摩 “暴力” 上调美光目标价至 450 美元:只要 AI 需求强劲,中国产能冲击、资本开支过热统统不是问题! | 摩根士丹利将美光目标价从 350 美元大幅上调至 450 美元,较当前股价隐含约 28.6% 的上涨空间。分析师认为,存储芯片的供应短缺已经蔓延至每一个终端市场,定价权完全掌握在卖方手中。在 AI 超级周期的驱动下,传统的周期性估值框架已不 | [Link](https://longbridge.com/en/news/275604380.md) | | 在高盛强调 AI 增长和关键任务角色之后,MongoDB (MDB) 的估值检查 | MongoDB (MDB) 在高盛的一份报告后引起了关注,该报告强调了其强大的商业基础和人工智能举措。该股票最近一天上涨了 3.27%,七天内上涨了 6.98%,而过去一个月则下跌了 4.78%。分析师建议的公允价值为 440 美元,表明该 | [Link](https://longbridge.com/en/news/275978917.md) | | 上一次 “软件要亡” 论发生在 10 年前,后续如何了? | 巴克莱指出,当前对 AI 的恐慌与 10 年前 AWS 崛起时如出一辙,但历史证明没有软件巨头因此破产,微软等反而实现数倍增长。如今软件板块估值大幅压缩,无差别抛售创造了巨大的错配机会,拥有护城河的公司被错误定价。 | [Link](https://longbridge.com/en/news/275998314.md) | | AI 恐慌压垮了软件——但市场真的错了吗? | AI 颠覆软件的恐慌导致板块遭无差别抛售,但机构指出软件正被 AI 增强而非取代。市场已过度反应:软件市盈率从 51 倍骤降至 27 倍,低于汽车、半导体等板块。数据印证分化:AI 采用者盈利修正幅度比受干扰者高出 102%。积极整合 AI | [Link](https://longbridge.com/en/news/275909538.md) | | AI 淘金热变成 AI 恐慌潮!华尔街新共识:躲开一切可能被颠覆的公司 | 投资者不再热衷于寻找 AI 赢家,而是急于抛售任何可能被 AI 颠覆的公司股票,这种” 先卖出、再提问” 的恐慌情绪正在从软件行业蔓延至金融服务、财富管理、保险经纪和法律服务等多个领域。宁愿错杀也不愿承担被 AI 颠覆风险的心态正在重塑华尔 | [Link](https://longbridge.com/en/news/275557016.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.