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The opportunity is enormous right now precisely because it's so new. Early adopters are claiming top positions in AI responses while their competitors remain oblivious to this emerging channel. But this window won't stay open forever. As more people recognize the value of appearing in AI results, competition will increase and optimization will become more sophisticated. The time to understand and implement AIO strategies is now, while the landscape is still relatively uncrowded.
筛选这类标的的关键标准是：该公司是AI Agent的“受害者”还是“载体”？以ServiceNow为例，尽管其股价近期暴跌，但通过收购Moveworks、Armis，它正试图从“被Agent替代”转向“成为Agent平台”，这种转型若能成功，有望带来估值修复。