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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At about 14:30 on 9 September, Prime Minister KP Sharma Oli resigned and Nepal's government collapsed. By nightfall, buildings were burning across Kathmandu, and at least 50 more people were reported dead.
On Friday, he said on X that he is designating the company as “Supply-Chain Risk to National Security.” This prevents companies that do business with the Pentagon from using Anthropic’s technology, putting the AI firm in a category normally applied to firms associated with foreign adversaries such as China and Russia.
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