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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“It is always best to err on the side of caution until you are very clear on the purpose and culture of the group,” Wesson said.
maintaining account sums, and document processing machines communicating with
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