3月12日，高盛发表研报指，开源人工智能代理OpenClaw能够执行实际任务，其快速普及展现了人工智能应用的巨大潜力，可凭借切实满足用户需求的杀手级功能迅速扩张规模。该行重申对人工智能基础设施供应链的正面展望，并预期推理需求一旦起飞，将为半导体及硬件需求带来指数级增长。
该行预期受惠的股份包括国内图形处理器及专用集成电路公司，如寒武纪、沐曦、壁仞科技；服务器及交换机代工公司，如浪潮集团、锐捷网络；光模块公司，如中际旭创、新易盛、天孚通信；印刷电路板及覆铜板公司，如胜宏科技、深南电路、生益科技、沪电股份。另外，该行预期冷却设备公司如英维克、数据中心公司如万国数据及世纪互联，以及大型语言模型及云端供应商如阿里、腾讯、商汤及金山云等都会受惠。
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