金吾财讯 | 部分AI概念走强，百度(09888)涨3.08%，哔哩哔哩(09626)涨2.81%，新意网集团(01686)涨2.79%，万国数据(09698)涨1.93%，3月6日凌晨，中国AI团队Monica宣布推出全球首款通用型AI智能体产品Manus。由于性能Open AI的同层次大模型，一经发布便在一、二级市场掀起了热浪。据官方网站展示，Manus能一键帮用户做旅行规划、股票分析、制作PPT、财报分析等工作。中银证券指出，2024年以来，国内AI应用活跃用户高速增长，头部应用豆包已成为全球MAU第二的AI应用，仅次于ChatGPT。伴随着今年1月Deepseek引发市场高度关注，2025年1月其MAU已达近8000万。光大证券发布研报称，25年是海外AI应用商业化落地的重要窗口期，AI数据中心基建的需求仍有望持续，科技巨头高额资本开支带来的利润压力尚且可控。国内市场上看，由DeepSeek开启的国内AI应用周期将带动AI和非AI云服务需求抬升，叠加传统云需求回暖、国内云资产价值重估，有望带来业绩和估值共振的行情。
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