软件及服务行业：AI智道(6)：详解MCP 生态拆解和未来格局推演

中金公司2025-04-24

投资建议MCP（Model context protocol）是由Anthropic于2024 年11 月提出的一套标准化交互协议。2025 年MCP讨论度攀升，核心源于OpenAI、Google等海外头部厂商支持MCP协议，作为MCP Client方入局，当前阿里、腾讯、百度均积极拥抱MCP生态。本文对MCP定义、意义、格局推演、未来路线及对软件行业的影响进行展开。理由MCP旨在为大模型及客户端...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250424181743a6c66f3e&s=b><strong>中金公司</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投资建议MCP（Model context protocol）是由Anthropic于2024 年11 月提出的一套标准化交互协议。2025 年MCP讨论度攀升，核心源于OpenAI、Google等海外头部厂商支持MCP协议，作为MCP Client方入局，当前阿里、腾讯、百度均积极拥抱MCP生态。本文对MCP定义、意义、格局推演、未来路线及对软件行业的影响进行展开。理由MCP旨在为大模型及客户端...</p>\n\n<a 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