"The AI Panic Trading Cycle Begins in US Stocks" Following the valuation downgrade of SaaS stocks, the commercial real estate services stocks, which combine middleware platforms and commercial real estate (mentioned in the previous post), plummeted yesterday, validating my analytical logic. What other AI panic trading opportunities exist?
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DeFi Teddy
@DeFiTeddy2020
02-09
《Openclaw的Agentic经济,会打击哪些资产估值?》
1. SaaS类软件公司股票
software是给人用的,agent不需要,目前美国的saas类股票了正在进行估值修正
2. 基础的中间商平台股票
OpenClaw 的 Agent 能够自主在全网搜索、对比、甚至自动发邮件与对方进行初步议价,不再需要通过中间平台。
3. x.com/DeFiTeddy2020/…
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