【券商聚焦】海通国际：OpenClaw推动AI PC与云安全需求看好微软亚马逊等

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（原标题：【券商聚焦】海通国际：OpenClaw推动AI PC与云安全需求看好微软亚马逊等）金吾财讯|海通国际发布研报指，开源自主智能体项目OpenClaw的走红标志着AI应用主战场转向OS代理层与技能协议层，将显著拉动AI PC、云计算及安全治理领域需求。报告认为该系统通过将大模型能力映射为对本地操作系统、浏览器及API的 executable控制，重构了软件价值链分配模式，推动入口从App向...

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重点推荐微软(MSFT.US)、亚马逊(AMZN.US)、谷歌(GOOGL.US)及阿里云等云服务商，同时看好OpenAI与Anthropic的API及Agent相关收入增长。风险提示包括AI技术发展不及预期及数据中心建设放缓。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}

【券商聚焦】海通国际：OpenClaw推动AI PC与云安全需求 看好微软亚马逊等

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【券商聚焦】海通国际：OpenClaw推动AI PC与云安全需求看好微软亚马逊等