在软件股中寻找“Agent转型”的幸存者。并非所有软件股都会被AI Agent颠覆，垂直行业SaaS（如Veeva的生命科学、Guidewire的保险）凭借其独特的数据壁垒和行业know-how，抗风险能力更强，可能比通用型CRM更安全。
strict (default): Rejects writes when the buffer is full and too many writes are pending. Catches "fire-and-forget" patterns where producers ignore backpressure.
。关于这个话题，heLLoword翻译官方下载提供了深入分析
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