高盛研究报告指,开源人工智能代理OpenClaw(龙虾)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(688256.SH) 、沐曦(688802.SH) 、壁仞科技(...
Source Link高盛研究报告指,开源人工智能代理OpenClaw(龙虾)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(688256.SH) 、沐曦(688802.SH) 、壁仞科技(...
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