【券商聚焦】海通國際：OpenClaw推動AI PC與雲安全需求看好微軟亞馬遜等

金吾財訊

5小時前

（原標題：【券商聚焦】海通國際：OpenClaw推動AI PC與雲安全需求看好微軟亞馬遜等）金吾財訊|海通國際發布研報指，開源自主智能體項目OpenClaw的走紅標誌着AI應用主戰場轉向OS代理層與技能協議層，將顯著拉動AI PC、雲計算及安全治理領域需求。報告認為該系統通過將大模型能力映射為對本地操作系統、瀏覽器及API的 executable控制，重構了軟件價值鏈分配模式，推動入口從App向...

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重點推薦微軟(MSFT.US)、亞馬遜(AMZN.US)、谷歌(GOOGL.US)及阿里雲等雲服務商，同時看好OpenAI與Anthropic的API及Agent相關收入增長。風險提示包括AI技術發展不及預期及數據中心建設放緩。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}

【券商聚焦】海通國際：OpenClaw推動AI PC與雲安全需求 看好微軟亞馬遜等

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【券商聚焦】海通國際：OpenClaw推動AI PC與雲安全需求看好微軟亞馬遜等