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A股異動丨Manus一夜火爆科技圈,AI智能體概念股掀漲停潮,近20股漲停
格隆匯 03-06 14:38
A股市場AI智能體概念股掀漲停潮,其中,新開普、漢得信息、鼎捷數智、酷特智能、藍色光標20CM漲停,順網科技漲超14%,普聯軟件漲超12%,世紀天鴻漲超11%,彩訊股份、三聯虹普漲超10%,焦點科技、浙文互聯、中科金財、視覺中國、南興股份、大華股份、國脈科技、巖山科技10CM漲停。消息面上,一支來自中國的團隊正式對外發布通用型AI Agent產品Manus,一夜之間爆火科技圈。團隊介紹,Manus在GAIA基準測試中取得了SOTA(State-of-the-Art)的成績,顯示其性能超越OpenAI的同層次大模型。同時,與現有AI助手不同,Manus能夠獨立思考、規劃並執行復雜任務,直接交付完整成果。無論你需要深入的市場調研、繁瑣的文件批量處理、個性化的旅行規劃還是專業的數據分析,Manus都能通過獨立思考和系統規劃,靈活調用各類工具進行獨立思考並採取行動。中信證券指出,Agent本質上是基於LLM OS生長的新型軟件和APP,具備重塑應用生態的可能性,由此將帶來交互方式的升級、流量入口格局的洗牌、內容分發向任務分發的商業模式切換三方面底層邏輯的改變。建議關注三條核心主線:Agent對於硬件入口價值的重塑、眼鏡等新硬件平臺及供應鏈升級、以及Agent對於SaaS類商業模式重塑帶來的業績與估值提升機會。

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