Author(s): Shuang Shan, Longfei Guo, Chongyang Wang, Zhen Li, Xinjie Wu, Haibin Wei, Fuyi Chen
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。
。关于这个话题，safew官方下载提供了深入分析
AP Business Writer Claire Savage in Chicago contributed to this report.
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