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。
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When Satoshi Tajiri created Pokémon, he imagined it as a way for kids to connect. The original games, released in Japan in February 1996, required a physical Game Boy link cable to trade creatures, turning strangers into trainers and playgrounds into real-life Pokémon Gyms.
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One of Fujifilm’s Instax Mini Evo was a favorite of my former colleague Becca Farcase — and it’s mine as well. A hybrid camera that bears a resemblance to Fujifilm’s more expensive Fujifilm X100 line of cameras, it looks good and boasts vintage dials and buttons so stylish that they even caught the attention of passersby as I walked around Los Angeles taking photos. I tested the black camera, but Fujifilm also sells a handsome brown version, as well as a newer pink model.