中金：OpenClaw驱动大模型实践落地与行业商业模式重构

智通财经04-16

智通财经APP获悉，中金发布研报称，OpenClaw推动AI走向实用化落地，带动算力需求增长，叠加行业全面涨价，云计算板块率先迎来业绩与景气度共振。中长期看，该行认为仍重点跟踪企业端真实需求与留存转化、云厂商在产业链的核心卡位能力，以及利润率与ROI能否持续改善，这才是决定行业长期价值的关键。报告指，去年第四季云计算收入进一步加速，AI需求旺盛。互联网云，包括阿里云、腾讯云、百度智能云合计收入...

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