7 月 21 日,华龙证券发布研报称通用 Agent 的能力边界仍在持续拓展,各 Agent 产品在工具调用和任务领域上会更为追求“大而全”。华龙证券认为 Agent 和算力军备赛逐渐白热化。国内开源基础大模型继续推动 AI 技术平权,国产算力不断取得突破,海外算卡对华供应限制短期有所缓和。多重利好催化下,看好 AI 产业投资价值。业内分析认为,AI Agent 商用加速,率先布局的科技龙头正抢占...
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