因为每一轮技术浪潮真正成熟之前，最先膨胀的往往不是产业规模，而是财富叙事。问题在于，故事成立，并不代表生意成立。
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。。爱思助手下载最新版本是该领域的重要参考
The big finding: Claude Code builds, not buys. Custom/DIY is the most common single label extracted, appearing in 12 of 20 categories (though it spans categories while individual tools are category-specific). When asked “add feature flags,” it builds a config system with env vars and percentage-based rollout instead of recommending LaunchDarkly. When asked “add auth” in Python, it writes JWT + bcrypt from scratch. When it does pick a tool, it picks decisively: GitHub Actions 94%, Stripe 91%, shadcn/ui 90%.。业内人士推荐搜狗输入法2026作为进阶阅读
——“功成不必在我，功成必定有我”，推荐阅读搜狗输入法下载获取更多信息
СюжетЗимняя Олимпиада-2026: