高盛研究分析师Matthew Martino在其报告中写道，“近期软件股的抛售反映的是投资者情绪的快速转变，而非基本面的突然恶化。令人担忧的是，如果AI代理成为执行工作的主要界面，传统平台可能会沦为被动的数据存储设备。这可能会削弱它们的定价权和战略相关性。”
2026-02-28 00:00:00:03014274610http://paper.people.com.cn/rmrb/pc/content/202602/28/content_30142746.htmlhttp://paper.people.com.cn/rmrb/pad/content/202602/28/content_30142746.html11921 本版责编：程 红
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Last May, I wrote a blog post titled As an Experienced LLM User, I Actually Don’t Use Generative LLMs Often as a contrasting response to the hype around the rising popularity of agentic coding. In that post, I noted that while LLMs are most definitely not useless and they can answer simple coding questions faster than it would take for me to write it myself with sufficient accuracy, agents are a tougher sell: they are unpredictable, expensive, and the hype around it was wildly disproportionate given the results I had seen in personal usage. However, I concluded that I was open to agents if LLMs improved enough such that all my concerns were addressed and agents were more dependable.