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。
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This month, OpenAI announced their Codex app and my coworkers were asking questions. So I downloaded it, and as a test case for the GPT-5.2-Codex (high) model, I asked it to reimplement the UMAP algorithm in Rust. UMAP is a dimensionality reduction technique that can take in a high-dimensional matrix of data and simultaneously cluster and visualize data in lower dimensions. However, it is a very computationally-intensive algorithm and the only tool that can do it quickly is NVIDIA’s cuML which requires CUDA dependency hell. If I can create a UMAP package in Rust that’s superfast with minimal dependencies, that is an massive productivity gain for the type of work I do and can enable fun applications if fast enough.。业内人士推荐搜狗输入法2026作为进阶阅读
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