AI进入“推理叙事”:ISG业务正为重估联想创造Alpha

财经涂鸦
Feb 14

”ISG可预期的盈利与市场转向“推理叙事“,“戴维斯双击”可能只是时间问题。”作者:MD编辑:tuya出品:财经涂鸦(ID:caijingtuya)2026年的“AI叙事”是由AI智能体开启的。先是OpenClaw(原名“Clawdbot”)的上线,引爆了个人计算终端本地部署智能体的需求,再是Anthropic推出的CoWork等智能体,重挫了SaaS软件公司的市值。对于资本市场和投资者而言,AI...

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