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。
Pentagon draws scrutiny with Anthropic threats, Defense Production Act。51吃瓜对此有专业解读
微信上线新功能：同一文件多聊转发不重复占存储。im钱包官方下载对此有专业解读
Paramount's plans, which would put CBS and CNN under the same parent company, have also been closely watched because of the potential impact on the news business and the Ellisons' ties to Trump.