外刊来源:CNBC
译文由AI生成,仅供参考
OpenClaw demand in China is driving up the price of used MacBooks
OpenClaw热潮推高二手MacBook价格
So many people in China are rushing to try the OpenClaw artificial intelligence tool that they’re driving up prices for secondhand Mac computers.
大量中国用户涌入尝试OpenClaw人工智能工具,正推动二手Mac电脑价格上涨。
That’s according to Jeremy Ji, chief strategy officer and general manager of international business at ATRenew, a used consumer electronics buyer and reseller that works with Apple and retailer JD.com in China.
这一情况来自万物新生(ATRenew)首席战略官兼国际业务总经理季骏的判断。该公司在中国大陆从事二手消费电子产品回收与销售,并与苹果及京东等企业合作。
OpenClaw is an AI agent, a tool that can autonomously conduct personal tasks such as sending emails and shopping online. Usage in China is currently outstripping the U.S., according to American cybersecurity firm SecurityScorecard.
OpenClaw是一种AI代理工具,能够自主完成发送邮件、在线购物等个人任务。美国网络安全公司SecurityScorecard表示,其在中国的使用量目前已超过美国。
However, the free-to-download software also poses security risks, prompting many users to run OpenClaw on a cloud computing server or laptop separate from their primary device.
不过,该免费下载软件也存在安全风险,促使许多用户选择在云计算服务器或独立笔记本电脑上运行OpenClaw,而非在主力设备上使用。
If allowed direct access to a personal computer, the AI agent could autonomously alter private data such as banking information, or enable hackers to access it more easily.
若直接接入个人电脑,该AI代理可能会自主更改包括银行信息在内的敏感数据,或增加黑客获取这些信息的风险。
As people in China jump on the OpenClaw trend, they are turning to preowned computers, Ji said in a phone interview.
季骏在电话采访中表示,随着中国用户纷纷跟进OpenClaw热潮,越来越多的人转向购买二手电脑。
He likened the demand surge to the pandemic, when many people bought more personal computing devices since they were working and spending more time at home.
他将这一需求增长类比疫情时期,当时由于居家办公和生活,人们大量购入个人计算设备。
As a result, from March to May this year, Ji said that ATRenew is keeping its prices for Apple products similar to those seen during the peak fall season around new iPhone releases. That contrasts with a typical price drop during the spring.
因此,季骏表示,今年3月至5月期间,万物新生对苹果产品的定价维持在接近秋季新iPhone发布旺季的水平,这与通常春季价格下行的规律形成对比。
Ji said prices for a new MacBook are typically 15% higher than the used ones sold through ATRenew.
他指出,新款MacBook价格通常比万物新生销售的二手产品高出约15%。
Apple’s self-developed chips, the latest of which is called the M5, are generally more power-efficient than chips for computers running Windows systems.
苹果自研芯片(最新为M5)在能效方面通常优于Windows系统电脑所使用的芯片。
For early OpenClaw adopters, the popular hardware of choice has been Apple’s Mac Mini.
对于早期OpenClaw用户而言,苹果Mac Mini成为较受欢迎的硬件选择。
ATRenew’s Ji said the company is seeing people trade-in their MacBooks with older M1 and M2 chips for computers with the M4 or M5 chip.
季骏表示,公司观察到用户正将搭载M1和M2芯片的MacBook换购为配备M4或M5芯片的新设备。
“We do see the growing demand for laptops, PCs as a whole, but the Mac devices benefit from that trend above all.”
“我们确实看到笔记本电脑及PC整体需求增长,但Mac设备从这一趋势中受益最为明显。”
Consumer interest in more powerful secondhand MacBooks is “still going very strong,” Ji said, noting that ATRenew has had to increase its price for buying back devices in order to increase the supply of secondhand Macs available for purchase.
季骏表示,消费者对高性能二手MacBook的兴趣“依然十分强劲”。为增加市场供应,公司不得不提高回收价格。
He predicted the trend could continue “throughout the whole year.”
他预计这一趋势可能“持续全年”。
An Austrian developer, Peter Steinberger, launched OpenClaw in November.
奥地利开发者Peter Steinberger于11月推出OpenClaw。
But the latest wave of interest in China only picked up early this month as Tencent and other Chinese tech companies used OpenClaw as a way to attract more users.
但中国市场的新一轮关注热潮始于本月初,腾讯等科技公司将OpenClaw作为吸引用户的重要工具。
ATRenew’s Ji declined to share exact figures, but noted the company processed around 100,000 devices per day on average last year.
季骏未披露具体交易规模,但表示公司去年日均处理设备约10万台。
He expects laptops and PCs could account for 20% of the business, up from 15% currently.
他预计笔记本及PC业务占比将从目前的15%提升至20%。
Jensen Huang, CEO of Nvidia, said OpenClaw is “definitely the next ChatGPT.”
英伟达CEO黄仁勋表示,OpenClaw“无疑是下一个ChatGPT”。
“It is now the largest, most popular, and most successful open-source project in history,” he added.
他补充称:“它已成为历史上规模最大、最受欢迎、最成功的开源项目。”
Overall demand for AI computing power has also driven up prices for memory chips, a key component of smartphones and laptops.
整体来看,AI算力需求的增长也推动了存储芯片价格上涨,而该芯片是智能手机和笔记本电脑的关键部件。
The chip price surge has encouraged more consumers in China to buy used Apple smartphones rather than flagship Android devices, Ji said.
季骏表示,芯片价格上涨还促使更多中国消费者选择购买二手苹果手机,而非高端安卓设备。
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