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。
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"There should have been lots of penguins there, but actually we could only see 25 groups," he said. Groups vary in size from 10s to up to 1,000 birds.
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