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p;  Nationals Marlins BaseballWashington Nationals' Jacob Young, right, is hugged by Luis Garcia Jr. (2) after hitting a two-run home run during the first inning of a baseball game against t

aS（软件即服务）领域则面临估值杀跌和增长质疑。　　原因在于：　　1、目前全球正处于 AI 产业的“基建爆发期”。根据李录的观点，投资要找“最有活力的经济活动”，而眼下最有活力的正是算力基建，全球大企业巨额资本开支对硬件产业是确定性利好。　　2、投资者开始担心，现有的传统 SaaS 软件会被大模型直接取代。如果 AI 能自动写代码、自动做表，用户可能不再需要订阅昂贵的传统软件。　　因此，在投资上或

ationals Marlins BaseballWashington Nationals' Jacob Young, right, is hugged by Luis Garcia Jr. (2) after hitting a two-run home run during the first inning of a baseball game against the Miami Marlin

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