xangma (@xangma)
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。
。关于这个话题，51吃瓜提供了深入分析
When I was talking about the power of smell on the radio, Speth, a Welsh speaker from Manchester, got in touch to say that in Welsh you can hear a smell as well as smell it. At first this sounded charming, if far-fetched. But the more I thought about it, the more sense it made. While I can’t – in English, anyway – exactly hear the smell of that Black Country bike shop in 1977, I can smell, hear and see it very clearly. I can feel it too. I can feel the shop man’s grip as he lifts me into the saddle. And I can hear him saying to my grandad: “Blimey, he’s a lump, isn’t he?” Ever sensitive about my weight, that was a sour note. But I’ll let it pass, because all I can feel, then and now, is the general joy.。搜狗输入法2026对此有专业解读
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