机构扎堆调研且融资客大幅加仓的滞涨智能体概念股一览

Core Insights - The core focus of the article is the announcement by Zhipu that it has open-sourced its core AI agent model, AutoGLM, which can perform complex tasks such as food ordering and flight booking with "Phone Use" capabilities [1] Market Performance - The average annual increase of companies in the AI agent concept sector in the A-share market has exceeded 25% as of December 9, with over half of the concept stocks rising more than 10% [1] - Notably, the stock price of Chuling Information has doubled, while companies like Xiechuang Data, Huibo Yuntong, and Aobi Zhongguang-UW have all seen annual increases exceeding 50% [1] Leverage and Financing - As of December 8, the total financing balance of 84 AI agent concept stocks reached nearly 71.8 billion yuan, marking an increase of approximately 45% compared to the end of the previous year [1] - Individual stocks such as Ruixin Micro, Yaxin Security, and Meige Intelligent have experienced financing balance increases exceeding 100% [1] - Among the concept stocks, only 8 have been researched by more than 20 institutions this year, with Shanghai Steel Union, CloudWalk Technology-UW, and New Point Software leading in the number of institutional research engagements [1]