“Agent经济学”能否成立，2026年将是关键验证窗口。如果企业开始愿意为AI Agent支付真金白银，而非仅仅将其视为“效率工具”或“成本中心”，那么中下游企业的估值修复将带来巨大的投资机会。反之，如果AI Agent始终停留在“试点项目”阶段，无法实现商业化落地，上游硬件股的估值压缩将远未结束。
此外，貿易關稅議題成為焦點。特朗普稱最高法院推翻其全球關稅「令人失望且不幸」，但強調關稅將以「經充分批准與測試的替代法律地位」維持。他宣稱已簽協議國家（如英國、印度、歐盟）無意退出，但未提及歐盟暫停夏季協議批准、印度推遲談判等情況。
，详情可参考WPS官方版本下载
The second approach offers broader feature support, seen in projects like Cloud Hypervisor or QEMU microvm. Built for heavier and more dynamic workloads, it supports hot-plugging memory and CPUs, which is useful for dynamic build runners that need to scale up during compilation. It also supports GPU passthrough, which is essential for AI workloads, while still maintaining the fast boot times of a microVM.
AP Business Writer Claire Savage in Chicago contributed to this report.