另一方面，软件股的超卖现象也引发部分投资者关注抄底机会。一些机构认为，像微软这样的巨头仍有潜力在 AI 时代获益，但大多数中小型 SaaS 企业由于面临颠覆风险，其股价短期内波动幅度较大。市场分化明显，投资者需要区分 AI 领域的潜在赢家和输家。
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This overhead is mandated by the spec's reliance on promises for buffer management, completion, and backpressure signals. While some of it is implementation-specific, much of it is unavoidable if you're following the spec as written. For high-frequency streaming — video frames, network packets, real-time data — this overhead is significant.
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