智通财经APP获悉，周四，金山云(KC.US)大涨近12%，报19.204美元。里昂指，金山云的GenAI收入将在今年增长60%至约20亿元人民币，增量收入主要来自小米在自动驾驶方面的培训需求，约4至5亿元，以及来自AILLM创业公司的扩大需求，约1至2亿元。中金日前上调金山云目标价至20美元，对公司增长预期更为乐观。
另外，3月6日，国内大模型团队Monica重磅发布了全球首款通用AI Agent——Manus。据介绍，Manus与传统AI助手不同，它能够解决各类复杂多变的任务，不仅能提供建议或答案，还能直接交付完整的任务成果，是真正自主的AI Agent。中银证券表示，2025年AIGC应用有望迎来系统性行情，终端设备与软件应用的商业化落地和盈利兑现有望加速，AI Agent预计成为AIGC应用的重要趋势。
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