中国银河证券：OpenClaw兴起算力板块有望迎来景气共振

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智通财经APP获悉，中国银河证券发布研报称，OpenClaw爆火推动AI产业价值向“任务完成能力”迁移，其高消耗特性导致Token使用量激增，3月首周平台处理量达14.8万亿Tokens，Agent工作流输出占比过半。这带来算力基础设施的结构性变革，短期利好AIDC机房、算力租赁，中期驱动光模块、液冷等环节升级。市场已显现涨价与供需失衡信号，通信全板块迎来景气共振。中国银河证券主要观点如下：事件...

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中国银河证券：OpenClaw兴起 算力板块有望迎来景气共振

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中国银河证券：OpenClaw兴起算力板块有望迎来景气共振