計算機行業重大事項點評：AGENT：海外CLAWDBOT引爆市場需求

華創證券

01/28

事項：2026 開年，Clawdbot 橫空出世。這款能接管設備、主動幹活的AI 助手，幾天內狂攬5 萬+GitHub 星標。評論：開源、可自託管個人AI 助理。Clawdbot 是一個基於 CLI 的桌面 Agent，它打通了Telegram、WhatsApp 這些消息服務。其具有多種功能，如：1. 工具調用：內置上百種 Skills ，如瀏覽器自動化、文件操作、API 集成，如郵件、日曆、股票...

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本質上是一個能夠感知環境、進行推理並自動執行行動Autonomous Execution Agent，其生存能力和有效性取決於其是否能夠在正確的時間、以可信身份、安全地完成一次任務。隨着這類代理規模擴大，如進行 API 調用、訪問網站、路由推理等請求，其需要安全、低延遲的基礎設施支持，有望直接利好NET、Minimax、雲廠和算力基建等。1. NET：Cloudflare 一家提供邊緣計算和網安公司，通過全球分佈數據中心網絡，讓網站更快、更安全地運行。其最初靠CDN 起家，使得網站圖片、視頻加載更快；並提供 DDoS 防護、防火牆等安全服務。其邊緣計算平台Workers 允許開發者直接在 Cloudflare 全球 300+ 數據中心運行代碼，實現極低延遲。隨着 AI 代理，如Clawdbot 爆發，大量 API調用、推理請求需要快速、安全路由，提供AI Gateway，支持緩存、限速、監控，還能對接 Claude、GPT 等模型NET 充分受益。2. 深信服：以安全為根基，逐步延伸至雲計算與IT 基礎設施，形成「安全+雲」雙輪驅動協同生態。在此基礎上，公司依託十餘年本地化深耕，將成熟一體化解決方案成功複製到海外市場，服務80%以上全球500 強中資企業及眾多國際客户，實現從國內政企龍頭向全球化數字基座提供商戰略躍遷。疊加AI 安全（如安全GPT）與混合雲技術領先優勢，以及海外高毛利、高增長第二曲線，公司正迎來估值與業績雙重重塑。投資建議：Clawdbot 橫空出世，關注安全、低延遲的基礎設施支持類標的，關注1）雲計算：阿里巴巴、NET、深信服、金山雲、新意網集團、優刻得；2）AIDC：潤澤科技、寶信軟件、數據港、光環新網、奧飛數據、雲賽智聯；3）算力服務：協創數據、宏景科技、大位科技、有方科技、利通電子、智微智能、Coreweave；4）CDN：網宿科技；5）芯片：海光信息、寒武紀、沐曦股份、天數智芯、摩爾線程、龍芯中科；6）大模型：Minimax、智譜、科大訊飛等。風險提示：技術進展不及預期，競爭加劇，產品商業化進程不及預期。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}