Even the Penn-Wharton study added a caveat to its finding that deportations might raise low-skilled wages: High-skilled workers, who make up nearly two-thirds of the U.S. workforce, would likely see their own wages decline because they rely on low-skilled labor to maximize their productivity, according to its analysis.
高盛研究分析师Matthew Martino在其报告中写道，“近期软件股的抛售反映的是投资者情绪的快速转变，而非基本面的突然恶化。令人担忧的是，如果AI代理成为执行工作的主要界面，传统平台可能会沦为被动的数据存储设备。这可能会削弱它们的定价权和战略相关性。”，详情可参考搜狗输入法2026
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这背后的战略动机在于，谷歌云急需向华尔街证明，其每年砸下的数百亿 AI 基建投资，能够转化为真金白银的商业回报。