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。”
During the ”snowball Earth” period about 700m years ago, Earth’s climate shut down. The planet was encased in ice and insulated from seasonal variations: spring, summer, autumn and winter all stopped. Or at least that was the theory.
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