金吾财讯 | 中信建投表示，AI应用方面，本周OpenClaw国内再次出圈，大厂纷纷支持接入/帮用户安装，办公场景被进一步打开，预计token调用将继续高速增长。重申：大模型更新、商业化及应用落地进入快车道，token消耗快速增长，依然坚定看好。MiniMax业绩强化市场信心，DeepSeek V4发布在即，关注相关标的。本周AI应用相关标的依然回调，大模型标的较为坚挺，模型性能提升→token调用增长→商业化潜力大、价值重估依然是硬逻辑。继续看好大模型公司及其相关标的，重点提示DS链机会。
金吾财讯 | 中信建投表示，AI应用方面，本周OpenClaw国内再次出圈，大厂纷纷支持接入/帮用户安装，办公场景被进一步打开，预计token调用将继续高速增长。重申：大模型更新、商业化及应用落地进入快车道，token消耗快速增长，依然坚定看好。MiniMax业绩强化市场信心，DeepSeek V4发布在即，关注相关标的。本周AI应用相关标的依然回调，大模型标的较为坚挺，模型性能提升→token调用增长→商业化潜力大、价值重估依然是硬逻辑。继续看好大模型公司及其相关标的，重点提示DS链机会。
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