直观来看，美股软件板块整体已进入技术性熊市，许多头部企业软件公司股价均承受超过20%的跌幅，直至如今，市场整体对软件股仍有下跌空间的预期。市场对软件股尤其是SaaS、企业软件普遍存在悲观情绪：既希望企业重生冲出原有桎梏，也担心AI冲击企业软件本身。
If Anthropic doesn't relent, experts say its best bet would be legal action. But will the Pentagon's proposed penalties be enough to scare a profit-driven startup into compliance? Hegseths' threats reportedly include invoking the Defense Production Act, which gives the president authority to direct private companies prioritize certain contracts in the name of national defense. The military could also sever its contract with Anthropic and designate it as a supply chain risk. That would force other companies working with the Pentagon to certify that Claude isn't included in their workflows.
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Ordered Dithering