另一方面，软件股的超卖现象也引发部分投资者关注抄底机会。一些机构认为，像微软这样的巨头仍有潜力在 AI 时代获益，但大多数中小型 SaaS 企业由于面临颠覆风险，其股价短期内波动幅度较大。市场分化明显，投资者需要区分 AI 领域的潜在赢家和输家。
智能涌现：包括中科第五纪在内，最近采访的多家具身智能公司都说自己的机器人在工业场景搬箱子。但你提到，即使这个看似简单的任务，真能做好的企业也不是很多，所以从模型能力来看，具身机器人搬箱子的难点是什么？
。同城约会对此有专业解读
His move to the startup world was inspired by Clayton Christensen’s The Innovator’s Dilemma, which argues that market leaders, by nature, are often set up to fail. “This thesis made me really understand how the technology industry was going to be much bigger, much faster than most thought in the late ’90s,” he told Authority Magazine in 2021. “This made me take the risk of working at my first startup because I believed that big companies were at risk of being disrupted due to the advent of the internet and mobile phones.”
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