智通财经APP获悉，东方证券发布研报称，Moltbot是一个以网关调度与混合记忆为核心的开源个人AI 助理框架，支持通过常见聊天应用进行远程任务操作。硬件侧潜在投资机会：个人Agent驱动的常驻算 力需求成型：以Moltbot为代表的本地Agent框架将催生一类24小时运行、兼顾隐私与能效的个人计算硬 件需求。 东方证券主要观点如下： 技术原理：网关调度+混合记忆+语义快照 Moltbot（原Clawdbot）是一个开源的个人AI助理框架，支持通过WhatsApp、Telegram、Slack、 iMessage等常见聊天应用作为交互入口，用户可在手机或电脑上通过聊天窗口远程指挥AI助理执行任 务，无需切换专用应用。它能直接操作本地文件、运行脚本、控制浏览器、管理邮件、设置定时任务 等。从技术架构看，Moltbot是一个长期驻留本地的TypeScript CLI进程，对外暴露统一网关，用于承接 来自各类通信入口的指令请求。其核心设计思想是以可控性为优先的串行调度模型：所有任务默认进入 会话级队列顺序执行，仅对明确标注为低风险的操作开放并行，从根本上降低竞态条件与调试复杂度。 在执行层，Agent Runner ...

Core Insights - Clawdbot represents a new paradigm in personal AI assistants, capable of self-improvement and operating locally on user devices, distinguishing itself from mainstream applications like ChatGPT and Claude [1][2][3] Group 1: Clawdbot Features - Clawdbot can remember user preferences, control smart home devices, manage schedules, and learn new skills autonomously by accessing the computer's file system and terminal commands [1][3] - The assistant stores settings, preferences, and memories in Markdown documents locally, allowing users to view and modify them directly [1][3] - Clawdbot's architecture consists of a locally running LLM-driven agent and a gateway system connecting various communication applications [3][5] Group 2: Self-Improvement Capabilities - Clawdbot can autonomously add new features upon user request, completing the entire development process [7][9] - In tests, it successfully integrated Google’s Nano Banana Pro model for image generation and created a virtual remote for an LG TV based on simple text commands [7][13] - The assistant can adapt its response style based on the interaction mode, providing voice replies for voice requests and text replies for written requests [9][13] Group 3: Automation and Cost Efficiency - Clawdbot can replace traditional cloud-based automation services, such as Zapier, by executing tasks locally without subscription fees [10][12] - It can automate processes like creating weekly newsletters and sending daily reports based on calendar data, all through local cron tasks [10][12] Group 4: Implications for Software Development - The emergence of Clawdbot raises questions about the future of app development, as AI assistants can create tailored functionalities on demand, challenging the value of traditional app stores [2][13] - The project exemplifies a shift towards highly personalized, adaptive AI software, potentially leading to significant changes in the software industry [2][14] - Clawdbot's design allows users to have complete control over the assistant's capabilities, moving away from pre-defined developer constraints [13][14]