财通证券：看好CPU及相关产业链 AI Agent沙箱化有望带来CPU新增量空间

智通财经01-26

智通财经APP获悉，财通证券发布研报称，随着AI Agent的持续发展，AI Agent沙箱技术有望逐渐配套使用，沙箱隔离可控制AI Agent的潜在风险，带来CPU增量需求空间，而随着AI Agent持续沙箱化，CPU厂商及相关产业链有望迎来新的增长点。财通证券主要观点如下：海内外逐渐部署AI Agent沙箱化海外：2025年12月，Meta以超过20亿美元收购Manus，Manus是一家以AI...

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