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。
Beth Alaw WilliamsBBC Wales
，这一点在51吃瓜中也有详细论述
Swigert flicked the switch. It should have been a routine procedure but the command module, Odyssey, shuddered. Oxygen pressure fell and power shut down.
And no matter what, the plan to use Russian assets remains problematic, since the ISS would have a “shallower reentry,” NASA says, and sprinkle surviving debris over a larger-than-desired area. Still, NASA would retain significant control over where any of these extant shards might plop down. They’ll probably land in the ocean, just as the space agency has always hoped. Sure, the station would have died before its time, but the thing was getting old. Most likely, it will be fine.
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