大行評級|大摩:國產AI代理Manus掀起熱潮 公有雲服務商將受惠 對騰訊、阿里影響正面
Monica.im發佈首個國產通用型人工智能代理(AI Agent)產品Manus,聲稱性能已超越Open AI的大模型,引起市場關注。摩根士丹利發表研報指,由於AI Agent需於基於公有雲的虛擬主機上運作,預期公有雲服務供應商將因此受惠,對騰訊有正面影響。另外,考慮到國企採用雲基礎設施將推動阿里市場份額提升,大摩預期對阿里亦利好。大摩又指,Manus的推出進一步反映出AI行業目前正將重心轉向面向消費者的AI應用,AI Agent產品具備在虛擬雲上運行的推理、規劃和執行能力,較AI聊天機器人更爲先進,在應用層面具有較大發展潛力。目前該行對B2B軟件則採取更爲中性看法。
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