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Commercial considerations will shape AI search evolution as platforms figure out monetization beyond subscriptions. We're already seeing early experiments with citations including affiliate tracking, sponsored placements in AI responses, and premium content partnerships. The specific implementations will evolve, but the trajectory toward commercial integration seems certain.
，这一点在safew官方下载中也有详细论述
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。
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