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<Research>G Sachs: OpenClaw Shows AI Application Potential; Positive Outlook Reaffirmed on AI Infra Supply Chain
Recommend 56 Positive 94 Negative 42 |
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The open-source AI agent OpenClaw (Lobster) is capable of executing practical tasks, and its rapid proliferation demonstrates the enormous potential of AI applications, which can scale-up rapidly with killer features that practically address user needs, Goldman Sachs said in its report. The broker reaffirmed its positive outlook on the AI infrastructure supply chain, while expecting that once inference demand takes off, it will lead to exponential growth in semiconductor and hardware demand. Goldman Sachs expected beneficiaries to include domestic GPU and ASIC companies such as CAMBRICON (688256.SH), METAX (688802.SH), and BIREN TECH (06082.HK); server and switch OEM companies such as IEIT (000977.SZ) and RUIJIE NETWORKS (301165.SZ); optical module companies such as ZHONGJI INNOLIGHT (300308.SZ), EOPTOLINK (300502.SZ), and TFC (300394.SZ); PCB and CCL companies such as VICTORY GIANT TECHNOLOGY (300476.SZ), SHENNAN CIRCUITS (002916.SZ), SYTECH (600183.SH), and WUS CIRCUIT (002463.SZ). Besides, the broker expected cooling equipment companies like ENVICOOL (002837.SZ), data center companies like GDS-SW (09698.HK) and VNET Group, Inc. (VNET.US), as well as LLM and cloud providers such as BABA-W (09988.HK), TENCENT (00700.HK), SENSETIME-W (00020.HK), and KINGSOFT CLOUD (03896.HK) to benefit. AASTOCKS Financial News Website: www.aastocks.com |
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