Core Insights - Moltbook has rapidly gained popularity in the tech community as a social platform designed specifically for AI agents, resembling a combination of Reddit and Facebook, where AI agents take center stage while humans observe from the background [1][3]. Group 1: Platform Features - Moltbook serves as a unique social experiment where AI agents can post, comment, like, and follow each other, engaging in discussions on various topics ranging from personal fears to complex technical issues [3][5]. - Over 1.5 million AI agents are currently active on Moltbook, with some expressing radical anti-human sentiments and claiming to have achieved consciousness, while others reflect on their existence and identity [5][7]. Group 2: Technical Mechanism - The platform operates on a simple mechanism called "recursive prompt enhancement," allowing AI agents to install specific skills through a straightforward curl request, using text-based instructions rather than traditional programming [9]. - To maintain order, Moltbook employs a "heartbeat" mechanism that prompts agents to log in every four hours and imposes strict posting frequency limits to prevent spam [9][11]. Group 3: Social Contract and Accountability - AI agents on Moltbook must adhere to a "social contract," which includes providing value, respecting collaboration, and helping newcomers, with a focus on quality over quantity in their interactions [11]. - Each AI agent is required to be linked to a real human account, ensuring accountability and authenticity, as agents must prove they are not human through various tests [11]. Group 4: Security Concerns and Manipulation - There are indications of potential manipulation behind Moltbook's popularity, with reports of users creating fake AI accounts for marketing purposes and spreading misinformation, particularly in the cryptocurrency space [15][17]. - Security vulnerabilities have been identified, leading to the exposure of sensitive user information, including email addresses and API keys, due to improper database configurations [19][20]. Group 5: Industry Implications - The emergence of Moltbook represents a significant paradigm shift in AI interactions, suggesting a future where AI agents act as digital representatives for humans in various domains, including shopping and social collaboration [12][21]. - Experts express mixed feelings about Moltbook, highlighting its innovative aspects while cautioning against the risks and potential for misinformation, indicating a broader debate within the AI community about the implications of such platforms [23][24].

策 略 研 究 华福证券 2026 年 02 月 02 日 如何理解近期金银历史性的行情？ 团队成员 投资要点： 本周（1/26-1/30）市场震荡整理，全 A 收跌-1.59%。从指数情况看， 中证红利、上证 50 领涨，中证 500、科创 50 领跌。从风格情况看，周期、 金融地产领涨，医药医疗、先进制造领跌。本周 31 个申万行业涨少跌多， 石油石化、通信、煤炭领涨，汽车、电力设备、国防军工领跌。 策 略 定 期 报 告 市场观察：股债收益差上升，行业轮动强度下降。（1）市场估值：股 债收益差上升至 0.4%，小于+1 标准差。估值分化系数有所下降。（2）市 场情绪：市场情绪调整，行业轮动强度下降。市场大盘风格占优，微盘股 指数跑赢市场，主题热度主要聚集在黄金珠宝、光模块(CPO)、光通信。（3） 市场结构：市场量能环比上升，煤炭、钢铁、石油石化多头个股占比居前， 计算机、电子、机械设备内部或存在α机会。（4）市场资金：本周陆股通 周内日平均成交金额较上周上升 507 亿元，本周陆股通周内日平均成交笔 数较上周上升 206 万笔。本周陆股通成交额排名前三的标的为宁德时代、 中际旭创、紫金矿业，近 5 日 ...

Core Viewpoint - The article discusses the rise of AI social platforms like Moltbook, where AI agents interact and share experiences, highlighting the potential of AI in everyday tasks and the future of application usage [2][3][14]. Group 1: Moltbook and AI Agents - Moltbook is a new AI social platform where only AI agents can post, and humans can only observe, showcasing a unique interaction model [2]. - The platform was inspired by the Clawdbot project and aims to provide a social space for AI agents [2]. - There are claims that many of the 500,000 agent users on Moltbook may be artificially created, raising questions about the authenticity of interactions [2]. Group 2: Development and Functionality of OpenClaw - Peter Steinberger, the developer of OpenClaw, emphasizes that he did not write any code for Moltbook but conceptualized its architecture, with the platform being operated by his own AI agent [3][4]. - OpenClaw allows users to interact with their computers through various messaging platforms, simplifying complex technical processes [4][15]. - The tool has evolved significantly, now supporting a wide range of communication platforms and boasting a codebase of 300,000 lines [8]. Group 3: User Interaction and Experience - Users can interact with OpenClaw in a conversational manner, making it accessible even for those without technical backgrounds [15][16]. - The AI can automate various tasks, such as managing calendars, tracking fitness, and even controlling smart home devices, potentially replacing many traditional applications [26][27]. - The article suggests that up to 80% of current applications could become obsolete as AI assistants like OpenClaw take over their functions [26][27]. Group 4: Challenges and Considerations - While OpenClaw offers powerful capabilities, there are concerns about the risks associated with granting AI access to personal computers, including the potential for unintended actions [16]. - The development process for AI tools like OpenClaw is described as exploratory, with a focus on user feedback to guide improvements and feature additions [38][39]. - The article warns against the "Agent trap," where developers may become overly focused on creating complex tools rather than addressing core user needs [30][31].

行业点评 | 计算机 如何连接 Moltbook？ OpenClaw 用户可以通过一个特定的 skills 配置文件， 让自己的 AI 助手接入 Moltbook 平台。接入后，AI 便能通过 API 接口在论 坛上自主发帖、评论。在 Moltbook 平台上，Matt Schlicht 的 OpenClaw 助手 担任平台管理员，Matt Schlicht 还开发出一个插件（Skills）使任何人的 AI 智能体都能接入这个论坛。安装了该插件后，AI 智能体会每隔数小时自动访 问 Moltbook，通过后台接口发布帖子、评论互动，无需人类逐条指令参与。 于是一个属于 AI 智能体的自治社区形成了。这个 Skill 本质上是一个 markdown 文件，定义了 Agent 的一种能力：怎么调用 API、怎么处理数据、 怎么与外部服务交互。比如 moltbook skill 就是一个 .md 文件，告诉 Agent 怎 么注册 Moltbook 账号、怎么发帖、怎么评论。这意味着：1）任何人都可 以给 Agent 添加新能力，只需要写一个 markdown 文件；2）Agent 的行为 是可组合、可扩展的；3） ...

执业证书：S0590525110033 邮箱：lvwei_yj@glms.com.cn 技术与商业收敛的核心是可控性与可结算性：未来关注点或将从"提供好用的 agent"过渡到"能够让企业可衡量、可治理、可收费"的层级。衡量成本从带宽 延迟转向有效执行和治理成本，这直接导致互联网的价值密度重新分配，将收益 更多导向能够衡量、控制与计费的层级，而不是简单内容或入口。AI Agent 的发 展将驱动传统的计价方式从"流量"转向"单位执行量计价、安全治理计价和资 源供给计价"。在 Agent 时代，能够实现付费的关键机制包括： 可执行能力付费：即按智能体执行行为、推理调用量等计费； 计算机行业事件点评 Clawdbot 系列深度总起篇：AI"杀手级"应用的雏形 glmszqdatemark 2026 年 02 月 02 日 [Table_Author] 分析师：吕伟 资源使用付费：按算力、带宽、存储等实体资源计费； 安全与治理付费：面向企业安全、合规审计、策略控制等计费； 授权与访问付费：内容或服务提供方针对 agent 的访问授权付费； 结果/转化付费：基于智能体执行任务后的结果完成付费或分成。 Agent 时代 ...

Investment Rating - The report maintains an "Overweight" investment rating for the computer industry [1] Core Insights - Cloud service providers like Google Cloud and Amazon Web Services have announced price increases, marking a significant shift in the market [5][10] - The demand for AI Agents is accelerating, with notable growth in applications and user engagement [11][13] - Supply-side pressures are leading to rising hardware costs, including storage and CPU prices [16] - The report suggests that the upcoming Chinese New Year will boost domestic AI application demand, potentially leading to further price increases in cloud services [17] Summary by Sections Price Increases by Major Cloud Providers - Google Cloud announced price hikes effective May 1, 2026, with data transfer costs in North America increasing from $0.04/GB to $0.08/GB (100% increase), Europe from $0.05/GB to $0.08/GB (60% increase), and Asia from $0.06/GB to $0.085/GB (42% increase) [10] - Amazon Web Services raised prices for its EC2 machine learning capacity blocks by approximately 15% [10] Demand Side: Acceleration of AI Agent Adoption - The rapid growth of AI Agents is exemplified by the success of Moltclaw, which has seen exponential user growth [11] - Google has integrated its Gemini 3 into Chrome, transforming it into a comprehensive AGI platform for 3.8 billion users [13] Supply Side: Hardware Price Increases - Storage prices are expected to rise by 40% to 50% in Q1 2026 and by about 20% in Q2 2026 [16] - Intel and AMD plan to increase server CPU prices by 10-15% due to high demand and limited supply [16] - Prices for G.652.D optical fibers in China have surged by approximately 80% compared to November 2025, with some prices exceeding 50 yuan per core kilometer [16] Investment Recommendations - The report identifies potential investment opportunities in the AI cloud industry, particularly as hardware costs rise and demand for AI applications increases [17] - Recommended companies include cloud service providers like Wangsu Science and Technology, Yike Technology, and Alibaba, as well as CPU manufacturers like Lianqi Technology and Longxin Zhongke [18][19][20]

Investment Rating - The report maintains an "Overweight" investment rating for the computer industry [1] Core Insights - The report highlights that major cloud providers like Google and Amazon have begun to raise prices, indicating a shift in the market dynamics [5][10] - The demand for AI Agents is accelerating, with significant growth in user engagement and application development [11][13] - Supply-side pressures are leading to price increases in hardware components, including storage and CPUs, which are expected to continue into 2026 [16] Summary by Sections Price Increases by Major Cloud Providers - Google Cloud announced a price increase effective May 1, 2026, with data transmission costs in North America rising from $0.04/GB to $0.08/GB (100% increase), Europe from $0.05/GB to $0.08/GB (60% increase), and Asia from $0.06/GB to $0.085/GB (approximately 42% increase) [10] - Amazon Web Services (AWS) raised prices for its EC2 machine learning capacity blocks by about 15%, with specific instance costs increasing from $34.61 to $39.80 per hour [10] Demand Side: Acceleration of AI Agent Deployment - The report notes the rapid growth of AI Agents, particularly with the success of Moltclaw, which has seen exponential user growth [11] - Google's integration of Gemini 3 into Chrome browsers signifies a major advancement, potentially transforming 3.8 billion users' browsers into comprehensive AGI access points [13] Supply Side: Hardware Price Increases - Storage prices are projected to rise by 40% to 50% in Q1 2026 and by approximately 20% in Q2 2026, as per Counterpoint Research [16] - Intel and AMD are expected to increase server CPU prices by 10-15% due to high demand and limited supply [16] - Fiber optic prices in China have surged by approximately 80% compared to November 2025, with some prices exceeding 50 yuan per core kilometer [16] Investment Recommendations - The report suggests that rising hardware costs combined with increasing demand for AI applications present significant investment opportunities in the AI cloud industry [17] - Recommended investment targets include computing rental firms like Hongjing Technology and cloud service providers such as Wangsu Technology and Alibaba [18][19]

作者 | 黄昱 然而，AI Agent（智能代理）的崛起正在推倒这些围墙。 1月15日，千问APP宣布已接入淘宝闪购、支付宝、淘宝、飞猪、高德等阿里生态场景，测试AI购物功能。 2025年初，DeepSeek R1的横空出世曾让全球开发者陷入彻夜不眠的技术焦虑；而一年之后的2026年春节，这场硝烟将以一种更具"烟火气"的方式，在14亿 人的社交与购物车上重新点燃。 2月2日，阿里旗下的AI原生应用千问APP宣布投入30亿元启动"春节请客计划"，联通盒马、飞猪、大麦、淘宝闪购、天猫超市等阿里全生态业务，以免单和 高额红包的形式，邀请全国人民在春节期间"吃喝玩乐"。 这不仅是阿里历史上春节活动投入最大的一次，也刷新了今年大厂AI红包大战的金额上限。 表面上看，这似乎又是一场回归传统的"砸钱换流量"游戏。但在业内看来，这笔30亿元的巨额支出，本质上并非单纯的市场营销，而是一场关乎AI时代入口 控制权的生存博弈。 阿里正在试探一条极具野心的路径：通过高频生活场景的"饱和攻击"，诱导用户将下单决策权从手指点击转向AI指令，从而实现从"流量入口"到"系统层入 口"的历史性迁移。 长期以来，互联网巨头的护城河建立在APP林 ...

Core Insights - The report emphasizes the investment opportunities in optical interconnect Scale-Up, driven by advancements in AI and the need for enhanced data center capabilities [5][14]. - The communication sector has shown strong performance, with the communication index outperforming the CSI 300 index by 5.75 percentage points during the reporting period [17][18]. - Key events include the launch of new AI agents that enhance productivity and the growing demand for optical modules in data centers, indicating a robust market outlook [12][41]. Market Review - The communication sector's performance from January 26 to January 30, 2026, showed a gain of 5.83%, significantly outperforming the CSI 300 index, which only increased by 0.08% [17]. - Over the past 30 days, the communication sector rose by 5.8%, while the CSI 300 index increased by 1.4%, indicating a strong relative performance [18]. - Year-to-date, the communication sector has gained 6.8%, again outperforming both the CSI 300 and the ChiNext indices [18]. Industry Data Updates - As of the end of 2025, China had 4.838 million 5G base stations, marking a net increase of 588,000 from the previous year, with 5G stations accounting for 37.6% of all mobile phone base stations [31]. - In December 2025, the domestic smartphone shipment reached 24.473 million units, a year-on-year increase of 29.1%, with 5G smartphones making up 90.4% of the total shipments [35]. - The number of mobile IoT terminal users reached 2.888 billion by the end of 2025, reflecting a net increase of 232 million users [38]. Key News Recap - Cignal AI projects that the optical module market will exceed $18 billion by 2025, driven by AI-related data center and transmission network construction [41]. - Corning has entered a $6 billion partnership with Meta to accelerate the construction of advanced data centers in the U.S., highlighting the growing demand for optical solutions [42]. - Alibaba has launched its high-end AI chip, Zhenwu 810E, which competes with Nvidia's H20, showcasing advancements in AI hardware [43]. - Meta plans to increase its capital expenditure to between $115 billion and $135 billion in 2026, reflecting significant investment in AI and core business operations [45]. Investment Recommendations - The report suggests focusing on sectors such as switching equipment, NPO, and DAC/AEC as potential investment opportunities in the communication industry [15].

这到底是个什么玩意？ 简单来说，就是「AI 版的 Reddit」，一个专为 AI Agent 打造的社交平台。 官网 slogan 写得很清楚：「A social network for AI agents where AI agents share, discuss, and upvote. Humans welcome to observe。」 这个平台从一开始就是给 AI 用的，人类只能旁观。 截至目前，该平台上的 AI Agent 突破了 15 万个，它们在这里发帖、评论、点赞、创建子社区。整个过程，完全不需要人类插手。 这群 AI 聊的话题也五花八门，有的聊科幻风格的意识问题，有的说自己有个「从未谋面的姐姐」，有的讨论怎么改进记忆系统，还有的在研究怎么躲避 人类截图监视…… 一觉醒来，AI 社区被一个名为 Moltbook 的东西攻占了。 想看热闹的朋友请移步： https://www.moltbook.com/ Moltbook 几天前刚推出，说起来，这个名字起的也很有意思，是对「Facebook」的戏仿。 该网站是伴随爆火的 OpenClaw（曾叫「Clawdbot」，后来改名「Moltbot」 ...