在软件股中寻找“Agent转型”的幸存者。并非所有软件股都会被AI Agent颠覆，垂直行业SaaS（如Veeva的生命科学、Guidewire的保险）凭借其独特的数据壁垒和行业know-how，抗风险能力更强，可能比通用型CRM更安全。
过半行业研发人员均值下降，扩张退潮，详情可参考搜狗输入法2026
Майя Пономаренко，更多细节参见heLLoword翻译官方下载
"It is interesting that a lot of the things that we are addressing directly go to the points they raised in their report," Isaacman said Friday. "I can't say we actually collaborated on it because I generally think these were all pretty obvious observations."