通信行业周报:全民AGENT时代 算力价值凸显

国盛证券
Feb 01

以ClawdBot 为代表的Agent 产品正加速落地,AI 智能体(Agent)从对话工具转变为生产力工具,云计算资源需求显著增加,由应用驱动的算力需求持续凸显。【应用革命:从对话交互转向生产力工具】AI 应用的形态正在发生根本性转变,从“玩具”加速向生产力工具转变。从过去用户通过提示词与AI 进行一问一答式的交互,任务简单、时长短;到如今以Clawdbot 和Claude Excel 为代表的...

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