中国AI初企Monica.im发布首个国产通用型人工智能代理(AI Agent)产品“Manus”，声称性能已超越Open AI的大模型，引起市场关注。摩根士丹利发表研报指，由于AI Agent需于基于公有云的虚拟主机上运作，预期公有云服务供应商将因此受惠，对腾讯(00700.HK) 有正面影响。另外，考虑到国企采用云基础设施将推动阿里-W(09988.HK) 市场份额提升，大摩预期对阿里亦利好。
大摩又指，Manus的推出进一步反映出AI行业目前正将重心转向面向消费者的AI应用，AI Agent产品具备在虚拟云上运行的推理、规划和执行能力，较AI聊天机器人更为先进，在应用层面具有较大发展潜力。目前该行对B2B软件则采取更为中性看法。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-06 16:25。)
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