在软件股中寻找“Agent转型”的幸存者。并非所有软件股都会被AI Agent颠覆，垂直行业SaaS（如Veeva的生命科学、Guidewire的保险）凭借其独特的数据壁垒和行业know-how，抗风险能力更强，可能比通用型CRM更安全。
Donald Trump said Friday he will direct all federal agencies to “IMMEDIATELY CEASE” all use of Anthropic technology in the latest instalment of a very public clash over AI safety.
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I’d like to quote Microsoft here: “A Trusted Execution Environment is a segregated area of memory and CPU that’s protected from the rest of the CPU by using encryption. Any code outside that environment can’t read or tamper with the data in the TEE. Authorized code can manipulate the data inside the TEE.”
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