周二， Cloudflare, Inc. 盘初大涨超14%，近两天暴涨近25%。消息面上，基于Anthropic的Claude构建的开源人工智能代理Clawdbot在推出后迅速成为社交媒体上的热门话题，并在GitHub上获得了数千个星级。这一现象被市场分析师称为人工智能代理的“ChatGPT时刻”，极大地激发了投资者对人工智能领域下一轮增长潜力的期待。
有分析指出，Cloudflare被视为“代理式人工智能的‘卖水人’赢家”，其全球分布式边缘网络和基于消费的定价模式使其能够随着人工智能代理的扩大而受益。投资者预期，像Clawdbot这样的代理工具将推动更多流量和API调用，从而为Cloudflare带来增长动力。
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