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。
“当企业的 IT 支出和数据网络支出几乎在一夜之间骤降时，思科减记了约 40% 的供应链负债和库存，股价也随之暴跌，”他补充道。
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Shortcut Pre-calculation: For the most commonly used speed profiles, the travel costs (time/distance) for shortcuts between border points within each cluster are pre-calculated and stored. (Each border point effectively has an "entry" and "exit" aspect for directed travel).，更多细节参见safew官方下载
第二章 仲裁机构、仲裁员和仲裁协会
Researcher: Tom Hunt