大摩：国产AI代理Manus掀起热潮公有云服务商将受惠对腾讯、阿里影响正面

市场资讯2025-03-07

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，对腾讯有正面影响。另外，考虑到国企采用云基础设施将推动阿里市场份额提升，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...

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大摩：国产AI代理Manus掀起热潮 公有云服务商将受惠 对腾讯、阿里影响正面

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大摩：国产AI代理Manus掀起热潮公有云服务商将受惠对腾讯、阿里影响正面