金吾财讯 | 金山云(03896)午后急升,截至发稿,涨10.78%,报7.5港元,成交额8.07亿港元。消息面上,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。该行预期大型语言模型及云端供应商金山云等都会受惠。
金吾财讯 | 金山云(03896)午后急升,截至发稿,涨10.78%,报7.5港元,成交额8.07亿港元。消息面上,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。该行预期大型语言模型及云端供应商金山云等都会受惠。
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