摩根士丹利：“Manus”与中央政府工作报告：影响与启示

March 6, 2025 07:18 PM GMT China Internet and Software | Asia Pacific Manus and Central Government Work Report: Implications We find this bullish for Alibaba in view of market share gain via cloud infrastructure adoption by SOEs. Launch of Manus AI agent has positive implications for Tencent on the AI application front. We are more neutral on B2B software. Positive implications for Tencent from Manus launch: The publicity around the Manus AI agent launch further strengthens our belief that the industry is n ...