金吾财讯 | 中信证券表示，OpenClaw正在推动Agent由“生产力工具”升级为“持续运转的生产力”。 从被动响应到主动智能，从线性执行到日常循环，其关注的已不再是单个问题，而是“人的一天”。依托高效交互、长短期记忆与高权限执行能力，OpenClaw呈现出高度拟人化的“AI秘书”形态。从此，AI与SaaS将不再是平级工具关系，而是AI成为调度中枢，SaaS下沉为能力模块，AI和SaaS的关系有望重塑。展望更远的未来，人与AI的分工亦将迎来再平衡，正如工业革命时期珍妮纺纱机替代体力劳动，成熟Agent形态有望替代重复性脑力劳动，从而推动更大范围内生产力与生产关系的系统性重构。
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