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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。
"Computing demand is growing exponentially," boss Jensen Huang said. "Our customers are racing to invest in AI compute - the factories powering the AI industrial revolution and their future growth."。91视频对此有专业解读