【券商聚焦】国泰海通:金融智能体发展,“龙虾”战略拉开序幕

金吾财讯
Mar 17

金吾财讯 | 国泰海通发研报指,Wind、同花顺东方财富等金融数据终端大厂官宣“养龙虾”入局。3月11日,万得官方宣布“万得WindClaw”上线;3月12日同花顺官宣了“iFinD金融MCP”的上线;同日,东方财富发布了“东方财富Skills”。金融数据终端大厂对智能体重视度提高,提升自身在市场的竞争优势。未来能够更好被AI驱动的公司有望在市场获得领先地位。金融数据终端大厂争相“养虾”,既是顺应行业智能化趋势,也是巩固商业壁垒、延伸服务价值的必然举措。客户需求从“获取数据”升级为“高效用数据”,服务商需要从AI大模型到AI智能体,更好为用户提供服务。随着用户对AI的需求从对话交互向任务执行深化,OpenClaw可以帮用户执行任务,更精准地匹配深度使用需求。具备完善API能力的软件,可被OpenClaw高效、精准调用,成为Agent生态中的功能“器官”,提升生态整体协同效率。目前,金融数据终端相关智能体产品均免费,通过AI更好的驱动自身产品与服务发展,形成产品生态,提升公司核心竞争力,既是顺应行业智能化趋势,也是巩固数据与场景壁垒、延伸服务价值的必然选择。具备优质底层数据壁垒与场景理解能力的金融数据终端公司能快速将智能体与自有数据库深度融合,形成差异化竞争力。

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