Sou Hu Cai Jing·2025-07-23 11:57Group 1 - The core viewpoint emphasizes that intelligent agents represent a new evolutionary stage for large models, acting as a complement rather than a replacement [2][6][11] - The industry is currently divided into two main models for intelligent agents: one where large model vendors develop them, and another where application companies build on existing large models [2][8] - The domestic market faces challenges in monetizing intelligent agents due to high operational costs and a lack of established payment habits among users [8][19] Group 2 - Intelligent agents are expected to replace many low-level jobs, transforming employees into roles that define and manage these agents [14][16] - The future of intelligent agents is seen as a significant opportunity across various industries, with the potential to automate complex tasks and reduce reliance on human labor [14][16] - The concept of general intelligent agents is viewed skeptically, with a stronger belief in the rise of specialized intelligent agents tailored to specific industries [11][12][13] Group 3 - DeepSeek has contributed to the Chinese large model industry by eliminating redundant models and promoting an open-source ecosystem [18][19] - The decline in DeepSeek's traffic is acknowledged, but its foundational models continue to support many companies in the intelligent agent space [17][18] - The domestic chip industry is seen as having the potential to catch up with international competitors like NVIDIA, particularly in inference capabilities [19][20]