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在软件股中寻找“Agent转型”的幸存者。并非所有软件股都会被AI Agent颠覆,垂直行业SaaS(如Veeva的生命科学、Guidewire的保险)凭借其独特的数据壁垒和行业know-how,抗风险能力更强,可能比通用型CRM更安全。

高盛研究分析师Matthew Martino在其报告中写道,“近期软件股的抛售反映的是投资者情绪的快速转变,而非基本面的突然恶化。令人担忧的是,如果AI代理成为执行工作的主要界面,传统平台可能会沦为被动的数据存储设备。这可能会削弱它们的定价权和战略相关性。”

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A long time ago, back when the Trump phone was but a single, inaccurate render and a contradictory spec sheet, we tried to figure out what other phone it might be based on. Now, eight months, two spec overhauls, and one redesign later, I have a good guess: the HTC U24 Pro.。搜狗输入法下载是该领域的重要参考

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OpenAI would retain control over how technical safeguards are implemented and which models are deployed and where, and would limit deployment to cloud environments rather than “edge systems.” (In a military context, edge systems are a category that could include aircraft and drones.) In what would be a major concession, Altman told employees that the government said it is willing to include OpenAI’s named “red lines” in the contract, such as not using AI to power autonomous weapons, conduct domestic mass surveillance, or engage in critical decision-making.