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。
“所有这些与生产力相关的体验，有些人很在意。而其他人则觉得‘我只想在更大的屏幕上看Netflix或YouTube’，”崔元俊表示，“显然，如果你拥有TriFold那样的屏幕比例，它就很适合这种体验和应用。”
。关于这个话题，搜狗输入法2026提供了深入分析
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We appear to have reached a point in the information age where AI models are becoming old enough to retire from, er, service — and rather than using their twilight years to, I don’t know, wipe the floor with human chess leagues or something, they're now writing blogs. Can anything be more 2026 than that?