Core Insights - Moltbot has high commercial potential and is expected to catalyze investment opportunities in the AI agent industry chain [1][4] - The core design of Moltbot transforms personal AI assistants from passive tools into proactive, convenient, and privatized "digital partners" [2][3] - Major model vendors like Tencent and Alibaba are accelerating their integration with Moltbot, indicating its significant ecological value [4] Investment Opportunities - Moltbot is anticipated to drive growth in the AI agent industry chain, focusing on key segments such as AI agents, cloud services, computing power, storage, and major model vendors [5] - The use of Moltbot will lead to increased API calls to large models, generating revenue growth for model vendors [5] - Cloud service providers will benefit from the demand for infrastructure support required for the increased usage of large model APIs [5] Market Performance - The report includes a stock pool focusing on AI agents, cloud services, and storage, highlighting companies with significant price changes and P/E ratios [6][7] - Specific companies such as 彩讯股份 (23.90% increase), 浙文互联 (76.21% increase), and 值得买 (64.74% increase) are noted for their performance since 2026 [6]
策略点评：Moltbot催化AIagent产业链投资机会
Bank of China Securities·2026-01-30 02:39