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。
直到这一次，刘强东入局游艇产业，叙事的重心开始发生新的变化。
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We don't know what medical issue Fincke is going through, and it's certainly his business and not ours. In any event, we wish for a speedy recovery.