Фото: Nathan Howard / Reuters
筛选这类标的的关键标准是:该公司是AI Agent的“受害者”还是“载体”?以ServiceNow为例,尽管其股价近期暴跌,但通过收购Moveworks、Armis,它正试图从“被Agent替代”转向“成为Agent平台”,这种转型若能成功,有望带来估值修复。
,更多细节参见旺商聊官方下载
Now sitting on the inter-tidal mudflats of the estuary, they have created a new land mass on the edge of the existing saltmarsh at Northey Island.
Фото: Bernadett Szabo / Reuters