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。
The Defense Department and Secretary Pete Hegseth had been pressuring Anthropic with to remove its AI’s guardrails so that it can be used for all “lawful” purposes. Those include mass surveillance and the development of fully autonomous weapons. Anthropic refused to bow down to Hegseth’s demands and in a statement said that “no amount of intimidation or punishment” will change its “position on mass domestic surveillance or fully autonomous weapons.” Trump issued the order as a result. The Defense Department had also taken the first steps to designate Anthropic as a “supply chain risk,” which is typically reserved for Chinese companies believed to be working with their country’s government.，推荐阅读体育直播获取更多信息
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