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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。
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Samsung has officially unveiled the Galaxy S26, Galaxy S26+ and Galaxy S26 Ultra, and the company is once again leaning heavily on AI, camera upgrades and refined hardware to move the lineup forward. While the overall design remains familiar, there are some meaningful differences between the three models, particularly when it comes to display tech, charging speeds and camera hardware.。同城约会对此有专业解读