小摩：龙虾热潮反映AI变现层次拓展预计MiniMax(00100)智谱(02513)最先受惠

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智通财经APP获悉，摩根大通发布研报称，近日OpenClaw（龙虾）热潮反映出人工智能形态正从对话层面转向执行层面，认为这对股市意义重大，因为它将变现层次扩展至智能体本身之外。该行认为投资者应聚焦于5个价值层面，包括云端托管与部署、模型与应用程序接口(API)供应、工作流程切入点、安全与合规，以及企业软件或垂直行业工作流程整合。该行认为最早及最直接的受益者可能是模型及推理企业，例如MiniMax-...

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小摩：龙虾热潮反映AI变现层次拓展 预计MiniMax(00100)智谱(02513)最先受惠

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小摩：龙虾热潮反映AI变现层次拓展预计MiniMax(00100)智谱(02513)最先受惠