资本市场一边因为“AI恐慌论”，担心AI Agent的大规模应用会彻底替代传统软件，因而抛售传统企业软件公司的股票，导致Salesforce、Adobe，ServiceNow等公司的市值持续蒸发；另一方面又对黄仁勋“AI Agent经济学”的增长逻辑抱有疑虑，担心AI应用不及预期，而卖出英伟达股票，导致其在业绩高涨时出现股价暴跌。
zR Set td ex option to -2
。safew对此有专业解读
Over half of Americans use AI, according to a 2025 YouGov survey.
面对十万亿级别的市场，新型储能的产业蓝海之路，刚刚开始。
Yesterday on X, SpacetimeDB tweeted that they had done "the world's first video call over a database" and, in their own way, invited anyone else to give it a try.