At this moment, the market lacks a clear mainline. After a wave of Trump, funds have lost direction and there hasn't been a bottom fishing in the shanzhai. A portion of the funds, with nowhere else to go, has returned to AI agents, but the energy is not strong enough.
The rebound of leading agent assets mainly comes from retail investors.
My view is to wait a bit longer and choose after the mainline becomes clear. If the agent can continue, at least a new wealth-generating asset must emerge, but there isn't one yet.