市场还担忧 AI 会加大定价压力并削弱企业护城河。软件企业原有的竞争优势可能被 AI 侵蚀，增长前景更加不确定，这让投资者难以判断合理估值，导致市场情绪偏向“卖出”。Piper Sandler 已经下调了 Adobe、Freshworks、Vertex 等公司的评级，分析师认为“席位压缩”和“氛围编码”趋势可能限制估值上限。
“Our two teams were so close. We watched other events together. We went and supported them. We loved the women’s team. The women’s team loved us and we’re so proud that we had a clean sweep of gold medals and just so much respect for them and the other athletes,” said Florida Panthers star Matthew Tkachuk, Brady’s brother.
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Tens of thousands of years ago, as modern humans migrated into northerly territories inhabited by our ancient cousins, the Neanderthals, the two species met – and sometimes mated.
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paper: “watercolor paper texture”